Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
600 Highway 169 Suite 1000, St Louis Park, MN 55426 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | St. Louis Park | MN | 02/2011 | 11/2024 |
| Prudential Insurance Company Of America | St. Louis Park | MN | 02/2011 | Present |
| Lpl Enterprise, Llc | St. Louis Park | MN | 11/2024 | Present |
1.08/30/2024; SYMETRA LIFE INS CO; manage 403b annuities through Symetra Annuities; YES inv related; 2 hr/mo non trading; 2 hr/mo trading; 01/01/2016 2. 08/3/2024; POWERSOURCE TECH; Bussiness owner; NO inv related; 8 hr/mo non trading; 1 hr/ mo trading ; 06/01/2021 POWERSOURCE TECHNOLOGIESTHIS COMPANY WILL BE PURCHASING ADVANCED WIREWORKS INC., AND BE USING BOTH NAMES IN A SOFT TRANSITION. POSITION: Chief Financial Officer NATURE: Construction INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/28/2021 ADDRESS: 731 7th St. N, Montrose MN 55363, United States DESCRIPTION: Support with high level decision making: any expansion, adding new services, or purchasing new vehicles for example. I will be 50% owner and my brother in-law will be 50%, so together we will make those decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
Reach out to this advisor