Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-11-02 |
| SD | RA | APPROVED | 1997-05-01 |
Branch Locations
6225 South Pinnacle Place Suite 201, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Sioux Falls | SD | 02/1994 | Present |
n/a / United States / the farm land is in North Dakota / Grand Forks / / United States / / / No / Other / Owning farm land with 2 other individuals who are friends but not clients. It is anticipated that each individual will own a 1/3 undivided interest. However, there is a chance the land maybe owned inside a partnership with each individual owning 1/3 of the partnership. / Agriculture & Livestock / / Owning Farm Land / Inactive / Dormant Proprietor / owner / / Minimal. Currently, the land is enrolled in the conservation reserve program. / 0 / No No / No / No / 43084 / / No / / No / / Yes / Yes / 0.33 / / No / The land is located in Grand Forks ND. I wanted more farm land in my portfolio. / No 2)KLLP Holdings Trust and Karl's Inc. Holding Trust,South DakotaUnited States,Trust,Retailers (Apparel, Food, General),"KLLP Holdings Trust - holds Real Estate Karl's Inc Holding Trust - holds family stock in a privately held corporation",Administrative Trusteeonly administrative functions, Start date -12/1/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-10 |
Reach out to this advisor