Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-06 |
Branch Locations
100 South 5Th Street Suite 2200, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehlers Investment Partners Llc | Roseville | MN | 09/2012 | 04/2018 |
| Rbc Capital Markets, Llc. | Minneapolis | MN | 04/2018 | 10/2019 |
| Unemployed | Minneapolis | MN | 11/2019 | 12/2019 |
| Oppenheimer & Co. Inc. | Minneapolis | MN | 01/2020 | Present |
NAME OF ENTITY: VIRGINIA M BARBER TRUST/ADDRESS OF BUSINESS: 100 DELAWARE CROSSING W #146 DELAWARE, OH 43015/BUSINESS DESCRIPTION: PERSONAL TRUST FOR INVESTMENT PURPOSES/BUSINESS IS INVESTMENT RELATED/CAPACITY: TRUSTEE/START DATE: 12/2023/DUTIES: N/A/HOURS DEVOTED PER MONTH: 00/HOURS DEVOTED DURING SECURITIES HOURS PER MONTH:00
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-29 |
Reach out to this advisor