Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 01/2015 | 04/2018 |
| Securian Financial Services, Inc | St Paul | MN | 01/2015 | 04/2018 |
| Carlson Capital Management Llc | Northfield | MN | 05/2018 | 03/2025 |
| Sequoia Financial Group | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-17 |
Reach out to this advisor