Best Investors
Account
Sign in
Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| MD | RA | APPROVED | 2023-12-07 |
Branch Locations
510 Co Rd 466 Suite 103A, The Villages, FL 32159 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | 12/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2018 | 12/2018 |
| Senior Market Sales | Omaha | NE | 06/2013 | 04/2018 |
| Picket Fence Tax Service/Financial | Bel Air | MD | 01/2015 | 04/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2018 | 12/2018 |
| Hartford Financial Group | Bel Air | MD | 04/2018 | 12/2018 |
| Gradient Securities, Llc | Arden Hills | MN | 02/2019 | 11/2019 |
| Rooted Financial Services, Llc | The Villages | FL | 02/2019 | Present |
| Brian Godfrey | Joppa | MD | 01/2019 | 02/2019 |
| Barwick Cpa | Joppa | MD | 03/2019 | 04/2019 |
| Sequent Planning, Llc | Joppa | MD | 10/2019 | 12/2023 |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2023 | Present |
1. Brian Godfrey | Investment Related | 510 Co Rd 466, Suite 103A, The Villages, Florida 32159 | Advisory | Investment Advisor Representative | 12/2013 | 80hrs/mo | 80hrs/mo during trading | Advisory services 2. Rooted Financial, LLC DBA - Brian Godfrey - ASB Financial | INVESTMENT RELATED | The Villages, Florida | Insurance | Agent | 05/2004 | 80hgrs/mo | 20hrs/mo during trading| OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-17 |
Reach out to this advisor