Best Investors
Account
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Best Investors
Account
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5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-31 |
| MN | RA | APPROVED | 2014-04-01 |
Branch Locations
5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birchwood Financial Partners, Inc. | Edina | MN | 03/2014 | Present |
| Birchwood Financial Partners, Inc. | Edina | MN | 12/2014 | Present |
1. Name of other business: Bestprep, investment related: no, address: 7100 Northland Circle N #402 Brooklyn Park MN 55428, nature of business: promote financial literacy to young people, position/title/relationship: teacher/mentor, start date: 07-2011, approx number of hours per month: 4, brief description of duties: present basic financial literacy concepts to students and provide career mentorship; 2. Kaplan Professional Education, teacher/educator since 11/2015-teaching classes to individuals studying to attain CFP-30 hrs over 2 months-not investment related; 3. Hamel Athletic Club; investment related: no; PO Box 62, Hamel, MN 55340; nonprofit; board of directors member; 11/2019; approximately 5 hours a month, 0 hours during trading; treasurer and league information officer; maintain financial records, website, registration and online administration functions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-19 |
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