Best Investors
Account
Sign in
Best Investors
Account
Sign in
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-07 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Roseville | MN | 01/2013 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Roseville | MN | 09/2019 | 08/2023 |
| Osaic Wealth, Inc. | Minneapolis | MN | 08/2023 | Present |
| Focus Financial Network Inc | Minneapolis | MN | 08/2023 | Present |
FOCUS FINANCIAL NETWORK, INC. POSITION: Financial Planning Associate NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2023 ADDRESS: 1300 Godward St NE, Suite 5500, Minneapolis MN 55413, United States DESCRIPTION: Trade on Clients accountsBuild Financial plansCoordinate opening of client accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-24 |
Reach out to this advisor