Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-10-02 |
| TX | RA | APPROVED | 2020-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mound | MN | 06/2016 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Mound | MN | 06/2017 | 03/2018 |
| Intermediate School District 287 | Plymouth | MN | 08/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 02/2018 | 09/2020 |
| Bank Of America, N.A. | Minneapolis | MN | 02/2018 | 09/2020 |
| Jp Morgan Chase Bank, N.A. | Minneapolis | MN | 09/2020 | Present |
| J.P. Morgan Securities Llc | Minneapolis | MN | 09/2020 | Present |
| Happy Heart Floral | Chaska | MN | 09/2021 | 11/2024 |
| Laolai International (America) Inc. | Minnetonka | MN | 09/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
Reach out to this advisor