Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-15 |
| MN | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
8300 Norman Center Dr, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 06/2016 | 07/2019 |
| Bank Of America, N.A. | Bloomington | MN | 06/2016 | 07/2019 |
| Jp Morgan Securities, Llc | Minneapolis | MN | 08/2019 | 06/2023 |
| Jp Morgan Chase Bank, N.A. | Minneapolis | MN | 08/2019 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 06/2023 | Present |
| Bank Of America, N.A. | Bloomington | MN | 06/2023 | Present |
I*1343248 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/10/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
Reach out to this advisor