Best Investors
Account
Sign in
Best Investors
Account
Sign in
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-14 |
| AK | RA | APPROVED | 2026-01-13 |
| IL | RA | APPROVED | 2026-01-09 |
| WI | RA | APPROVED | 2026-01-09 |
| CO | RA | APPROVED | 2026-01-06 |
| SC | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2026-01-05 |
| ID | RA | APPROVED | 2026-01-05 |
| NV | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2026-01-05 |
| WA | RA | APPROVED | 2026-01-05 |
| MT | RA | APPROVED | 2026-01-04 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services Inc | Helena | MT | 11/2008 | 12/2025 |
| Dai Securities Llc | Atlanta | GA | 01/2026 | Present |
| Dai Wealth Llc | Atlanta | GA | 01/2026 | Present |
1. ROD OLSON-N-2201 HELENA, MT -INSURANCE-INSURANCE SALES REP-7/1/2005-20-1-SELL FIXED AND LIFE INSURANCE. 2. MERIT INVESTMENT SERVICES-Y- HELENA, MT- DBA FOR SECURITIES-REGISTERED REPRESENTATIVE/OWNER-09/01/2022-100- 40- OWNER/FINANCIAL PROFESSIONAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-18 |
Reach out to this advisor