Best Investors
Account
Sign in
Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-15 |
Branch Locations
7900 International Dr Ste 300, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners In Community Supports | Saint Paul | MN | 07/2013 | Present |
| Ptft Financial, Llc | Bloomington | MN | 09/2022 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2022 | Present |
| Comcast Center | Philadelphia | PA | 05/2009 | 02/2018 |
| Ptft Group Llc | Bloomington | MN | 12/2023 | Present |
1. PARTNERS IN COMMUNITY SUPPORTS; NOT INVESTMENT RELATED; 1605 EUSTIS STREET, SAINT PAUL, MN 55108; FINANCIAL MANAGEMENT SERVICES; CAREGIVER; START DATE 07/2013; APPROX 80 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; PROVIDES ASSISTANCE TO HANDICAPPED SON. 2. PTFT GROUP LLC; NOT INVESTMENT RELATED; 7900 INTERNATIONAL DR, SUITE 300, BLOOMINGTON, MN 55425; PTFT GROUP LLC SELLS FIXED INDEXED ANNUITIES, LONG TERM CARE, AND LIFE INSURANCE PRODUCTS; BUSINESS COACH; 12/11/2023; APPROX. 20HRS/MO; APPROX. 5HRS/MO DURING SECURITIES TRADING HOURS; I AM INVOLVED IN BUSINESS DEVELOPMENT, COACHING, AND PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
Reach out to this advisor