Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-21 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterrock Financial | Chanhassen | MN | 01/2016 | 11/2017 |
| Lpl Financial Llc | Chanhassen | MN | 10/2016 | 11/2017 |
| Canaccord Genuity Llc | Minneapolis | MN | 11/2017 | 12/2018 |
| Quantitative Advantage, Llc | Minnetonka | MN | 01/2019 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
Rodina LLC; Investment-Related: No; Private Residence; Real Estate ; Managing Member ; Start;2/5/23 ; Hours/Month:3 ; Hours during Market Hours:0 ; Duties: General maintenance, upkeep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
Reach out to this advisor