Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-24 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 02/2017 | 10/2017 |
| Best Buy | Richfield | MN | 02/2017 | 11/2017 |
| Richfield Bloomington Honda | Richfield | MN | 08/2016 | 10/2016 |
| Unemployed | Minneapolis | MN | 10/2016 | 12/2016 |
| New York Life Insurance Co | Edina | MN | 12/2017 | 05/2018 |
| Nylife Securities Llc | Edina | MN | 03/2018 | 06/2018 |
| Ameriprise Financial | Minneapolis | MN | 01/2017 | 10/2017 |
| Northwestern Mutual Life Insurance Company | Minneapolis | MN | 06/2018 | 11/2018 |
| Northwestern Mutual Investment Services Llc | Minneapolis | MN | 07/2018 | 11/2018 |
| U.S. Bank | St. Paul | MN | 02/2019 | 07/2022 |
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 02/2019 | 07/2022 |
| Unemployed | Minneapolis | MN | 11/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 01/2023 | 04/2024 |
| Unemployed | Minneapolis | MN | 07/2022 | 01/2023 |
| Bank Of America N.A. | Wayzata | MN | 04/2023 | 04/2024 |
| Charles Schwab & Co., Inc. | Edina | MN | 09/2024 | Present |
| Unemployed | Minneapolis | MN | 04/2024 | 09/2024 |
| Charles Schwab Bank, Ssb | Edina | MN | 09/2024 | Present |
1) Instacart|Investment Related: No|Food/Beverage Production|instacart shopper|5/3/2021|Less than 20 hour/month - 0 during trading hours|I go to the grocery store to pick out the items the customer wants and deliver the groceries to the customer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
Reach out to this advisor