Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-28 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-River Falls | River Falls | WI | 09/2015 | 05/2019 |
| Ubs Financial Services, Inc | Minneapolis | MN | 03/2016 | 12/2016 |
| Charles Schwab & Co, Inc | Saint Paul | MN | 12/2016 | 07/2018 |
| Charles Schwab Bank | Saint Paul | MN | 12/2016 | 07/2018 |
| Let's Dish | Woodbury | MN | 05/2017 | 05/2018 |
| Intellicents Investment Solutions, Inc | Eden Prairie | MN | 08/2018 | 05/2019 |
| Waddell & Reed/Lpl Financial | Maple Grove | MN | 05/2019 | 12/2021 |
| Fluorish Wealth Management, Inc. | Edina | MN | 01/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Edina | MN | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Edina | MN | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
Reach out to this advisor