Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-28 |
| NY | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rye | NY | 10/2017 | 12/2017 |
| Webster Bank | Rye | NY | 08/2016 | 10/2017 |
| First Republic Bank | New York | NY | 01/2018 | 06/2023 |
| First Republic Securities Company, Llc | New York | NY | 08/2018 | 06/2023 |
| Guaranteed Rate Inc | Totowa | NJ | 06/2023 | 06/2024 |
| U.S. Bank | Greenwich | CT | 08/2024 | Present |
| U.S. Bancorp Investments, Inc. | Greenwich | CT | 08/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Greenwich | CT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
Reach out to this advisor