Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-13 |
| CA | RA | APPROVED | 2026-05-12 |
| OK | RA | APPROVED | 2025-10-13 |
| MI | RA | APPROVED | 2025-10-07 |
| KS | RA | APPROVED | 2025-06-03 |
| MT | RA | APPROVED | 2025-04-08 |
| FL | RA | APPROVED | 2025-02-19 |
| AZ | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-23 |
| MN | RA | APPROVED | 2024-04-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Plymouth | MN | 10/2015 | 08/2018 |
| Nfp Retirement, Inc. | Plymouth | MN | 08/2018 | 02/2024 |
| Guardian Life Insurance Company | Minnetonka | MN | 02/2024 | Present |
| Park Avenue Securities | Minnetonka | MN | 03/2024 | Present |
| Park Avenue Securities | St. Louis Park | MN | 03/2024 | 02/2025 |
| Guardian Life Insurance Company | St. Louis Park | MN | 03/2024 | 02/2025 |
| Park Avenue Securities | Minneapolis | MN | 02/2025 | 04/2025 |
| Guardian Life Insurance Company | Minneapolis | MN | 02/2025 | 04/2025 |
Osseo Area Schools- Assistant JV Hockey Coach, Start date: 11/13/2023, Address: 11200 93rd Ave N, Maple Grove, MN 55369, 30 total hours per month 2 during securities trading hours, Non Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
Reach out to this advisor