Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
3 Hamilton Landing Suite 260, Novato, CA 94949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equius Partners, Inc. | Novato | CA | 09/2012 | 03/2023 |
| Wealth Enhancement Advisory Services | Novato | CA | 04/2023 | Present |
| Wealth Enhancement Group | Novato | FL | 04/2023 | Present |
Buckelew Programs, Inc - Non-Investment Related - Novato, CA - Board Member - Start Date: 01/2026 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-16 |
Reach out to this advisor