Best Investors
Account
Sign in
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-29 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
90 S 7Th St Suite 2950, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2006 | 01/2026 |
| Northwestern Mutual Investment Services, Llc | Lake Elmo | MN | 05/2006 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2014 | 01/2026 |
| Bleakley Financial Group Llc Dba Voyage Wealth Architects | Minneapolis | MN | 01/2026 | Present |
| Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners | Minneapolis | MN | 01/2026 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH BLEAKLEY FINANCIAL GROUP FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. PRESIDENT/FOUNDER, BIRDIES 4 BRAINS, NON-PROFIT, START DATE: 05/02/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, PRESIDENT/FOUNDER 3. 100% OWNER, BEARL HOLDINGS, LLC, LEGAL ENTITY, START DATE: 12/31/2020, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 4. 42.5% OWNER, SCRATCH HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 12/31/2020, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 5. 33% OWNER, SKRATCH A, LLC, 9740 WHISTLING VALLEY RD, LAKE ELMO, , MINNESOTA, 55042, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 03/31/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 6. 1% OWNER, PEATRICE HOLDINGS, LLC, 9740 WHISTLING VALLEY RD, LAKE ELMO, , MINNESOTA, 55042, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 12/13/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I OWN AN LLC WITH MY WIFE THAT OWNS OUR PASSIVE PRIVATE INVESTMENTS, NON-INVESTMENT RELATED. 7. 50% OWNER, SKRATCH B, LLC, 9740 WHISTLING VALLEY RD, LAKE ELMO, , MINNESOTA, 55042, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 12/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-20 |
Reach out to this advisor