Best Investors
Account
Sign in
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-25 |
Branch Locations
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Chicago | IL | 06/2015 | 07/2017 |
| Bmo Capital Markets Corp. | Chicago | IL | 07/2017 | 03/2018 |
| Citigroup | Chicago | IL | 03/2018 | 07/2022 |
| Huntington Private Bank | Minnetonka | MN | 07/2022 | 01/2024 |
| Parametric | Edina | MN | 01/2024 | 09/2025 |
| Northrock Partners, Llc | Minneapolis | MN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-24 |
Reach out to this advisor