Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
294 Grove Ln E Ste 160, Wayzata, MN 55391 • United States
7616 Currell Blvd Ste 220, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2015 | 11/2016 |
| True Vision Mn Llc | Woodbury | MN | 04/2025 | 05/2026 |
| Qbe North America | Edina | MN | 04/2017 | 04/2025 |
| Unemployed | N/A | MN | 12/2016 | 03/2017 |
| Lpl Financial Llc | Woodbury | MN | 05/2026 | Present |
1. 04/2026 - Teaching - FINRA Approved Retirement Planning - Outside/W-2 Employment - Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Stillwater, MN, 00000 - OBA Start Date: 10/05/2021 2. 04/2026 - True Vision Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Saint Paul, MN, 55125 - OBA Start Date: 5/4/2026 3. 04/2026 - Community Education - Outside/W-2 Employment - Not Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Albertville, MN, 55301 - OBA Start Date: 04/17/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-29 |
Reach out to this advisor