Best Investors
Account
Sign in
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-02 |
Branch Locations
2454 8Th Avenue S, Suite #200, Sartell, MN 56377 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | St. Cloud | MN | 06/2018 | 09/2019 |
| Minnesota Army National Guard | St. Paul | MN | 10/2007 | Present |
| Ledge Wealth Management, Inc. | Sartell | MN | 10/2020 | 01/2024 |
| Dakota Wealth, Llc | Sartell | MN | 01/2024 | Present |
| Minnesota Army National Guard | St. Cloud | MN | 09/2019 | 12/2020 |
Name of Outside Business: Minnesota Army National Guard; Investment Related: No; Address of Outside Business: St. Paul, Minnesota; Nature of Outside Business: Other; Position: Helicopter Pilot; Start Date:10/31/2007; Hours per month: 20-40; Hours per month during securities trading hours: No; Description of Duties: I fly blackhawk helicopters for the Minnesota Army National Guard. Name of Outside Business; St. Cloud Regional Airport Authority. Investment Related; Yes. Address of Outside Business; St. Cloud, Minnesota. Nature of Other Business: Municipality formed to own, operate, and govern the St. Cloud Regional Airport. Position; Treasurer. Start date; 1/1/2022. Hours per month; 4. Hours per month during securities trading hours; 0. Description of Duties: Approve airport bills, payroll, and oversee airport financials; income, expenses, and investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
Reach out to this advisor