Best Investors
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Account
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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-22 |
| ID | RA | APPROVED | 2024-12-19 |
| CA | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED_RES | 2021-08-23 |
| WA | RA | APPROVED | 2020-12-02 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
601 West Riverside Avenue Suite 1950, Spokane, WA 99201-0622 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Investment Management, Llc | Couer D'ALene | ID | 07/2018 | 09/2019 |
| Washington State Dcfs | Spokane | WA | 01/2017 | 07/2018 |
| J.P. Morgan Securities Llc | Portland | OR | 01/2020 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 01/2020 | 11/2020 |
| Msi Financial Services, Inc | Spokane | WA | 08/2016 | 01/2017 |
| Unemployed | Spokane | WA | 10/2019 | 12/2019 |
| Massmutual | Spokane | WA | 08/2016 | 01/2017 |
| Cliftonlarsonallen Wealth Advisors, Llc | Spokane | WA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-01 |
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