Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-31 |
| MN | RA | APPROVED | 2018-11-21 |
| TX | RA | APPROVED | 2018-11-21 |
Branch Locations
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2014 | 09/2016 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 05/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 09/2016 | 11/2018 |
| Bank Of America, N.A. | Wayzata | MN | 12/2016 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-17 |
Reach out to this advisor