Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| MN | RA | APPROVED | 2025-07-16 |
Branch Locations
5825 Xerxes Ave N, Brooklyn Center, MN 55430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick's Restaurant And Bakery | Maple Grove | MN | 01/2016 | 09/2016 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 12/2016 | 09/2019 |
| E*Trade Securities Llc | Bloomington | MN | 09/2019 | 04/2021 |
| E*Trade Financial Corporation | Bloomington | MN | 09/2019 | 04/2021 |
| Fidelity Investments | Bloomington | MN | 04/2021 | 06/2022 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 06/2022 | 01/2023 |
| J.P. Morgan Securities Llc | Savage | MN | 02/2023 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Savage | MN | 02/2023 | 07/2025 |
| Fidelity Brokerage Services Llc | Bloomington | MN | 04/2021 | 06/2022 |
| Fidelity Personal And Workplace Advisors | Bloomington | MN | 04/2021 | 06/2022 |
| Harrisdirect Llc | Bloomington | MN | 09/2019 | 04/2021 |
| Morgan Stanley | Bloomington | MN | 09/2019 | 04/2021 |
| Nath Management Services Inc | Maple Grove | MN | 07/2015 | 12/2019 |
| Connexus Credit Union | Brooklyn Center | MN | 07/2025 | Present |
| Lpl Financial Llc | Brooklyn Center | MN | 07/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name ConneXus Investment Services Group - Investment Related - At Reported Business Location (s) - Start Date: 07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
Reach out to this advisor