Best Investors
Account
Sign in
Best Investors
Account
Sign in
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-13 |
| AZ | RA | APPROVED | 2023-11-07 |
| FL | RA | APPROVED | 2023-10-20 |
| CO | RA | APPROVED | 2023-10-19 |
| ID | RA | APPROVED | 2023-10-19 |
| IL | RA | APPROVED | 2023-10-19 |
| SC | RA | APPROVED | 2023-10-19 |
| WI | RA | APPROVED | 2023-10-19 |
| MN | RA | APPROVED | 2017-05-15 |
Branch Locations
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416-1089 • UNITED STATES
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch | Jacksonville | FL | 12/1993 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 08/1995 | 04/2017 |
| Bank Of America, Na | St Paul | MN | 12/2009 | 04/2017 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 05/2017 | Present |
I*24686 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TRUST UNDER WILL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 10 DOGWOOD LANE, NORTH OAKS, MINNESOTA 55127 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 6/1/2006 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PERSONAL FIDUCIARY ROLE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
Reach out to this advisor