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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-09 |
| MN | RA | APPROVED | 2021-03-24 |
Branch Locations
11455 Viking Dr, Eden Prairie, MN 55344 • United States
5050 France Ave S, Edina, MN 55410 • United States
9935 Hudson Place, Woodbury, MN 55125 • United States
7095 151St Street West, Apple Valley, MN 55124 • United States
522 Snelling Avenue South, St. Paul, MN 55116 • United States
14201 Grand Avenue South, Burnsville, MN 55337 • United States
6625 Lyndale Ave South, Richfield, MN 55423 • United States
1049 North Campbell, Prescott, WI 54021 • United States
7095 151St St W, Apple Valley, MN 55124 • United States
1425 Tower Avenue, Superior, WI 54880 • United States
100 E Main Street, Ashland, WI 54806 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Wayzata | MN | 12/2012 | 10/2016 |
| Wells Fargo Advisors Llc | Wayzata | MN | 07/2014 | 10/2016 |
| Bmo Harris Financial Advisors | Bloomington | MN | 10/2016 | 01/2018 |
| Us Bank | Circle Pines | MN | 01/2018 | 04/2019 |
| U. S. Bancorp Investments, Inc | Circle Pines | MN | 01/2018 | 04/2019 |
| Bmo Harris Financial Advisors | Eden Prairie | MN | 04/2019 | 03/2021 |
| Lpl Financial, Llc | Burnsville | MN | 03/2021 | Present |
1. 03/24/2021 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
Reach out to this advisor