Best Investors
Account
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Account
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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| MN | RA | APPROVED | 2017-04-18 |
Branch Locations
250 Nicollet Mall Suite 2000, 16Th Floor, Minneapolis, MN 55401-1931 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Minneapolis | MN | 02/2016 | 04/2017 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 04/2016 | 04/2017 |
| Rbc Capital Markets, Llc | Minneapolis | MN | 04/2017 | Present |
| City National Bank | Minneapolis | MN | 09/2022 | 12/2022 |
| City National Bank | Minneapolis | MN | 04/2023 | Present |
(1) NAME OF ENTITY: Finnish American Cultural Activies, Inc. ADDRESS: P.O. Box 580708 Minneapolis, MN 55458-0708 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-Profit CAPACITY: START DATE: 11/1/21 DUTIES: Budget decision making, event planning, member outreach HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: BestPrep ADDRESS: 5232 Logan Ave S. Minneapolis, MN 55419 INVESTMENT/NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: May 20, 2024 CAPACITY: Board of Directors DUTIES: Attachment from organization's website. Mission: BestPrep prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in work and life. They provide educational courses free or at low cost to kids grades 4 - 12. HOURS DEVOTED PER MONTH: 0 - 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
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