Best Investors
Account
Sign in
Best Investors
Account
Sign in
Rochester, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-07 |
Branch Locations
Montgomery, TX • United States
Rochester, MN • United States
2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-16 |
Branch Locations
2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mgl Consulting Llc | The Woodlands | TX | 04/2013 | 02/2021 |
| Legaye Law Firm | The Woodlands | TX | 12/2020 | 08/2021 |
| Radar Financial Investments Corporation | The Woodlands | TX | 02/2021 | Present |
| Patten Training & Review, Llc. | Spring | TX | 07/2023 | 02/2025 |
| Lifetime Wealth Management, Llc | Rochester | MN | 02/2024 | Present |
1) KED SERVICES, NON INVESTMENT-RELATED, 181 CHERRY OAK LANE, MONTGOMERY, TEXAS 77316, ADMINISTRATIVE SUPPORT FIRM, NOT INVESTMENT RELATED, SELF-EMPLOYED, START DATE 02/2021, LESS THAN 35 HOURS/MONTH, PROVIDES ADMINISTRATIVE SUPPORT SERVICES 2) LIFETIME WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED;717 3RD STREET, ROCHESTER, MN 55902; INVESTMENT ADVISOR; CHIEF COMPLIANCE OFFICER; 02/01/2024; 20-30 HRS./MO; 10-20 HRS./DURING TRADING; REVIEWS AND FIRM COMPLIANCE DOCUMENTATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-11 |
Reach out to this advisor