Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED_RES | 2020-04-30 |
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
10800 Lyndale Avenue S., Suite 355, Bloomington, MN 55420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mn National Guard | St. Paul | MN | 04/1990 | Present |
| Voya Financial Advisors | Minneapolis | MN | 09/2014 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 07/19/2017 ADDRESS: 10800 Lyndale Ave S, Suite 200, Bloomington MN 55420, United States DESCRIPTION: Sale of fixed insurance products. TWIN PINES FINANCIAL LLC POSITION: CO-OWNER NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/05/2016 ADDRESS: 10800 Lyndale Ave S, Suite 200, Bloomington MN 55420, United States DESCRIPTION: FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
Reach out to this advisor