Best Investors
Account
Sign in
Best Investors
Account
Sign in
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-05 |
| IL | RA | APPROVED | 2024-04-04 |
| CA | RA | APPROVED | 2024-04-02 |
| CO | RA | APPROVED | 2024-04-02 |
| SD | RA | APPROVED | 2024-04-02 |
| KS | RA | APPROVED | 2024-04-01 |
| MN | RA | APPROVED | 2024-04-01 |
| MT | RA | APPROVED | 2024-04-01 |
Branch Locations
4450 Excelsior Blvd Suite 460, St Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Formation Strategies | St. Paul | MN | 08/2014 | 06/2020 |
| Steele Capital Management, Inc. | Dubuque | IA | 08/2016 | 08/2017 |
| Visionpoint Advisory Group | Dallas | TX | 06/2020 | Present |
| Lpl Financial Llc | Dallas | TX | 06/2020 | 06/2022 |
Fuse Partners LLC Investment related. Located at 4450 Excelsior Blvd, Suite 460, St Louis Park, MN 55416. Nature - RIA. Position - IAR. Start - 06/2020. 160 hours per month, all during trading hours. Duties - IAR. 197 Holdings LLC 2. Investment Related - No 3. 811 Washington Ave S, Apt 1101, MN 55415 4. Business Entity providing capital for private start up companies 5. Agent 6. 7. 2-5hrs 8. 2-5 hrs Compensated if sale or merger of private company occurs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
Reach out to this advisor