Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-13 |
Branch Locations
7230 Fairview Ave, Boise, ID 83704 • United States
5312 Chinden Blvd, Boise, ID 83714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Meridian | ID | 10/2020 | 01/2022 |
| Mml Investors Services, Llc | Meridian | ID | 10/2020 | 01/2022 |
| U.S. Bank | Boise | ID | 01/2003 | 10/2020 |
| U.S. Bancorp Investments, Inc. | Boise | ID | 01/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Boise | ID | 02/2026 | Present |
1) Junior League of Boise; not investment-related; Boise, ID; Volunteer Organization; Treasurer; Volunteer; 06/2024; 10 hours/month; 0 hours/trading; Track expenses and balance check book. 2) Mass Mutual; Not Investment Related; Meridian, ID 83646; Trailers on Life insurance sales from former employer; No Position; No title; 01/2023; 0 hours/month; 0/trading hours; No active duties for position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
Reach out to this advisor