Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-09-03 |
Branch Locations
77 Exchange St Ste 202, Bangor, ME 04401-6612 • United States
Orono, ME • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Financial Advocates Investment Management | Bangor | ME | 05/2017 | 01/2020 |
| Unemployed | Orono | ME | 12/2015 | 04/2017 |
| Financial Advocates Investment Management | Bangor | ME | 01/2020 | 08/2020 |
| Ameriprise Financial Services, Llc | Bangor | ME | 07/2020 | Present |
Board of Directors; Old Town/Orono YMCA Board of Directors; Board Member and Chair of the Fund Development Committee; 472 Stillwater Avenue, , Old Town, ME, 04468; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MST Wealth Management, Inc.; Co-owner; Manage advisory business; 77 Exchange St, Suite 202, Bangor , ME, 04401; Investment-Related; 03/01/2017; 60 hours per month; 60 during trading hours / Maine Northstars; Head coach of the 18u hockey team; Non-profit hockey organization; PO Box 2087, , Bangor, ME, 04401; Not Investment-Related; 08/01/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
Reach out to this advisor