Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| IA | RA | APPROVED | 2022-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | West Des Moines | IA | 04/2010 | 02/2022 |
| New York Life Insurance Co. | West Des Moines | IA | 02/2010 | 02/2022 |
| 323 Financial Solutions | West Des Moines | IA | 03/2016 | 02/2022 |
| R2 Financial Strategies | West Des Moines | IA | 02/2019 | Present |
| Eagle Strategies Llc | West Des Moines | IA | 04/2019 | 02/2022 |
| Commonwealth Financial Network | San Diego | CA | 02/2022 | 12/2023 |
| Commonwealth Financial Network | San Diego | CA | 01/2024 | Present |
1.Fixed insurance sales; as of 2/17/22; 40% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, R2 Financial Strategies, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/17/2022; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Ervasti Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/09/2022; 1% of time spent during business hours; Conducted at branch; Investment related.4. Business Consulting, Ervasti Financial, LLC, DBA R2 Business Consulting; as of 11/20/2023; 5% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
Reach out to this advisor