Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-09 |
| WI | RA | APPROVED | 2025-05-09 |
Branch Locations
Two Meridian Crossings Suite 450, Minneapolis, MN 55423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 02/2025 |
| Advantage Group Ga | Schofield | WI | 01/2017 | 07/2019 |
| Traveling Vineyards | Ipswich | MA | 02/2018 | 05/2019 |
| O'NEills Pub & Liquor | Superior | WI | 09/2016 | 12/2016 |
| Ameriprise Financial Services, Llc | Cloquet | MN | 02/2025 | 04/2025 |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
1) 10/21 Administrator or executor of an estate or trustee of a trust for a non-family or family member2) 2/24 - Superior Public Library Foundation Board, Superior, WI, Vice President. 1to 2 hours per mo 3) 5/20 -Superior Public Library Foundation Board, Superior, WI, Investment Committee member,1-2 hours per mo 4) 5/24 - Pattison Ladies Golf League, Superior, WI, Secretary, 3 hours mo 5) Independent Agent - outside fixed insurance sales. 6) DBA - Cedar and Sage Financial; 8/25 - Lake Superior Zoological Society - 7210 Freemont St Duluth, MN 55807 - Board member - 2 hrs month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-31 |
Reach out to this advisor