Best Investors
Account
Sign in
873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 12/2014 | 05/2018 |
| Fortune Financial | Minnetonka | MN | 12/2014 | 05/2018 |
| Cri Securities, Llc | St Paul | MN | 12/2014 | 05/2018 |
| Lpl Financial Llc | Bloomington | MN | 06/2018 | 05/2022 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 06/2018 | 01/2019 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 06/2018 | 01/2019 |
| Personal Wealth Partners Llc | Bloomington | MN | 01/2019 | 10/2022 |
| Cx Institutional, Llc | Bloomington | MN | 06/2022 | 12/2022 |
| Triad Advisors | Norcross | GA | 07/2023 | 08/2024 |
| Continuum Advisory, Llc | Eagle | ID | 04/2023 | Present |
| Unemployed | Richfield | MN | 01/2023 | 04/2023 |
| Osaic Wealth, Inc. | Eagle | ID | 08/2024 | Present |
1) CONTINUUM ADVISORY, LLC POSITION: Compliance MANAGER NATURE: Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 873 E. State Street, Eagle ID 83616, United States DESCRIPTION: predominantly supervision with some operational assistance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-29 |
Reach out to this advisor