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 |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED_RES | 2022-02-25 |
Branch Locations
One Town Center Road Suite 660, Boca Raton, FL 33486 • United States
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 05/2014 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 02/2022 | Present |
BREAKTHROUGH FINANCIAL, LLC, INVT RELATED, MAPLE GROVE, MN, 100% OWNERSHIP, START DATE 2/1/2022, 200 HRS PER MONTH, 7.5 HRS DAILY, FINET PRACTICE. THRIVE BUSINESS PANEL; NOT INV. RELATED; MAPLE GROVE,MN; PANELIST; START DATE 03/17/2023; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 2; ATTENDING SPEAKING ENGAGEMENTS TO ANSWER QUESTIONS IN A FIRESIDE CHAT PANEL FORMAT. KUPSKY GP LLC; INV RELATED; MAPLE GROVE, MN; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-30 |
Reach out to this advisor