Best Investors Account Sign in
Current Employers
Rga Investment Advisors, Llc

185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-24
  • MN RA
    APPROVED
    Since 2025-12-24

Branch Locations

Rochester, MN • United States

185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rga Investment Advisors Great Neck NY 04/2024 Present
Pine Bluffs Capital Management Muskegon MI 08/2019 Present
Harris Williams Minneapolis MN 06/2018 08/2019
Harris Williams Minneapolis MN 06/2017 08/2017
Rga Investment Advisors Great Neck NY 04/2017 05/2017
University Of Michigan Ann Arbor MI 09/2014 05/2018
  • 04/2024 → Present
    Rga Investment Advisors
    Great Neck, NY
  • 08/2019 → Present
    Pine Bluffs Capital Management
    Muskegon, MI
  • 06/2018 → 08/2019
    Harris Williams
    Minneapolis, MN
  • 06/2017 → 08/2017
    Harris Williams
    Minneapolis, MN
  • 04/2017 → 05/2017
    Rga Investment Advisors
    Great Neck, NY
  • 09/2014 → 05/2018
    University Of Michigan
    Ann Arbor, MI
Other Businesses

Pine Bluffs Capital Management; Small multifamily rental real estate investments; Principal (1 of 2 members); August 2019 (LLC led July 2020); Investment-related 1555 Palmer Ave, Muskegon MI 49441; 5hrs per month, 0 during trading hours; Portfolio managed by 3rd party - updates financial records and approves work orders; No outside investors - only capital is from 2 members of the LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-02
  • S65 Uniform Investment Adviser Law Examination
    2024-04-02

View on SEC IAPD

More in Rochester, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor