Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-07 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Bozeman | MT | 06/2011 | 05/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 05/2017 |
| U.S. Bancorp Investments, Inc. | Bozeman | MT | 05/2017 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bozeman | MT | 08/2020 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Bozeman | MT | 06/2023 | Present |
RELENTLESS PURSUIT LLC, INV RELATED, BOZEMAN, MT, 100% OWNERSHIP, START 5/2/2023, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| WIEHARDT GP LLC; INV RELATED; BOZEMAN, MT; 90% OWNERSHIP; START DATE 06/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LLC FORMED TO SELL TO A LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-23 |
Reach out to this advisor