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 | 2021-07-12 |
| MN | RA | APPROVED | 2021-04-23 |
Branch Locations
681 East Lake Street Suite 354, Wayzata, MN 55391 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayzata | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayzata | MN | 11/2016 | 04/2021 |
| Ubs Financial Services, Inc. | Wayzata | MN | 04/2021 | Present |
RENTAL PROPERTY, INV RELATED, CHANHASSEN, MN, 100% OWNERSHIP, START 7/14/2017, ZERO HOURS PER MONTH, LANDLORD. POWER OF ATTORNEY FOR SPOUSE (REFINANCE PRIMARY RESIDENCE); INV. RELATED; WAYZATA, MN; START DATE 2/22/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-14 |
Reach out to this advisor