Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED | 2023-04-21 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2018 | 04/2023 |
| Unemployed | Edina | MN | 06/2018 | 11/2018 |
| Optum | Eden Prairie | MN | 09/2016 | 06/2018 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*623093 - Edina Federated Women's Club; Investment Related - No; Edina, Minnesota; Philanthropic; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 2; After Business Hours: 13; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-20 |
Reach out to this advisor