Best Investors
Account
Sign in
Best Investors
Account
Sign in
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-08 |
| NY | RA | APPROVED | 2023-10-19 |
| OH | RA | APPROVED | 2023-06-07 |
| MN | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED_RES | 2022-03-30 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Minneapolis | MN | 01/1995 | 02/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-27 |
Reach out to this advisor