Best Investors
Account
Sign in
250 Nicollet Mall Suite 1550, Minneapolis, MN 55401-7585 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-31 |
| GA | RA | APPROVED | 2026-08-27 |
Branch Locations
250 Nicollet Mall Suite 1550, Minneapolis, MN 55401-7585 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pma Financial Network, Llc | Naperville | IL | 11/2024 | 03/2025 |
| Pma Securities, Llc | Atlanta | GA | 11/2024 | 03/2025 |
| Public Trust Advisors Llc | Chamblee | GA | 04/2020 | 03/2025 |
| State Of Georgia - Office Of The State Treasurer | Atlanta | GA | 03/1996 | 04/2020 |
| Rbc Capital Markets, Llc | Lennox | GA | 03/2025 | Present |
(1) NAME OF ENTITY: Government Finance Officers Association ADDRESS: 203 North LaSalle Street, Suite 2700, Chicago, IL 60601 INVESTMENT/NOT INVESTMENT RELATED: Not investment related BUSINESS DESCRIPTION: Professional Association CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 09/15/2025 DUTIES: Treasury & Investment Management (TIM) committee includes nonvoting advisors who are experts in the committee's area of interest. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.5 (2) NAME OF ENTITY: YMCA ADDRESS: 1160 Moores Mill Road Atlanta, GA 30327 INVESTMENT/NOT INVESTMENT RELATED: Not investment related BUSINESS DESCRIPTION: Gym CAPACITY: Instructor START DATE: 03/03/2025 DUTIES: Indoor Cycling Instructor HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: National Association of State Treasurers (NAST) ADDRESS: 1201 Pennsylvania Avenue, Suite 800, Washington, DC 20004 INVESTMENT/NOT INVESTMENT RELATED:Not investment related BUSINESS DESCRIPTION: Professional Association CAPACITY: Serves as the nation's foremost authority for responsible state treasury programs and related financial practices, policies and education. START DATE: 01/01/2025 DUTIES: Chair of the Corporate Affiliate Board HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-31 |
Reach out to this advisor