Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| NC | RA | APPROVED | 2025-05-05 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Cloquet | MN | 01/2021 | 11/2024 |
| The Smith Company | Esko | MN | 06/2016 | 09/2017 |
| University Of Minnesota Duluth | Duluth | MN | 09/2016 | 12/2019 |
| Lenny Conklin State Farm Agency | Cloquet | MN | 05/2018 | 09/2020 |
| Bmo Harris Bank | Eden Prairie | MN | 09/2020 | 01/2021 |
| Duluth Entertainment And Convention Center | Duluth | MN | 10/2016 | 05/2018 |
| Westco | Charlotte | NC | 11/2024 | 01/2025 |
| Wells Fargo Clearing Service, Llc. | Charlotte | NC | 01/2025 | 05/2025 |
| Wells Faro Clearing Services, Llc. | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
Reach out to this advisor