Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-04-15 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Lawn And Landscape Llc | Byron | MN | 05/2017 | 12/2022 |
| Student | Duluth | MN | 04/2008 | 09/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Duluth | MN | 03/2023 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Fergus Falls | MN | 06/2024 | 04/2025 |
| Wells Fargo Bank, Na | Fergus Falls | MN | 06/2024 | 04/2025 |
| Sequoia Financial Group | Akron | OH | 04/2025 | Present |
RSWS PROPERTIES, LLC, INVT RELATED, BYRON, MN, 5% OWNERSHIP, START DATE 1/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC HOLDS CABIN RENTAL PROPERTY.| EMILY PROPERTIES, LLC, INVT RELATED, BYRON, MN, 5% OWNERSHIP, START DATE 1/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC HOLDS CABIN RENTAL PROPERTY.| RENTAL PROPERTY; INV. RELATED; OWATONNA, MN; 5% OWNERSHIP; START DATE 1/25/2024; 1 HR PER MONTH, 0 HRS DURING TRADING.| RENTAL PROPERTY; INV. RELATED; EMILY, MN; 5% OWNERSHIP; START DATE 1/25/2024; 1 HR PER MONTH, 0 HRS DURING TRADING.| CHS INC, NOT INV RELATED, UNDERWOOD, MN, OPERATIONS SPECIALIST, START 10/2/24, End 3/26/2025, 40 HRS PER MONTH, 0 HRS DURING TRADING, UNLOADING GRAIN TRUCKS, SWEEPING UNDER DRYERS, DIRECTING TRUCKS;| VENTUREWISE PROPERTY MANAGEMENT LLC; INV RELATED; BYRON, MN; LAWN AND LANDSCAPE SERVICE; 100% OWNERSHIP; START DATE 02/24/2025; 20 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-31 |
Reach out to this advisor