Best Investors
Account
Sign in
Best Investors
Account
Sign in
7505 Metro Blvd Suite 510, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-05 |
| MN | RA | APPROVED | 2014-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2010 | 04/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2010 | 04/2020 |
| Stiles Financial Services, Inc. | Edina | MN | 09/2009 | Present |
| Lasalle St Securities Llc | Edina | MN | 05/2020 | 12/2021 |
1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2. MINNESOTA SPAY AND NEUTER ASSISTANCE PROGRAM, 2822 N. WASHINGTON AVE., MINNEAPOLIS, MN 55441. BEGAN 3/1/2014. CURRENTLY SERVES AS TREASUER AND EXECUTIVE COMMITTEE MEMBER. NOT INVESTMENT RELATED. DEVOTES 4 HOURS/MONTH, NONE DURING TRADING. NON-PROFIT ORGANIZATION. 3. EDINA ROTARY CLUB, NOT INVESTMENT RELATED, EDINA, MN, EDINA ROTARY FOUNDATION COMMITTEE CHAIR. 3/WK-0/TRADING. 4. AHEAD, DEVOTES 10 HOURS/MONTH, NOT INVESTMENT RELATED, NYC, NY, 501C3, INVESTMENT COMMITTEE MEMBER. 5. DREAM, DEVOTES 10 HOURS/MONTH, NOT INVESTMENT RELATED, NYC, NY, VOLUNTEER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-15 |
Reach out to this advisor