Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-01 |
| MN | RA | APPROVED | 2021-01-04 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Victoria, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 06/2019 | Present |
| Bethel University | Arden Hills | MN | 08/2018 | 05/2019 |
| Morgan Stanley | Chicago | IL | 05/2018 | 08/2018 |
| Bethel University | Arden Hills | MN | 02/2018 | 05/2018 |
| Worrell Inc. | Minneapolis | MN | 05/2017 | 01/2018 |
| Bethel University | Arden Hills | MN | 08/2016 | 05/2017 |
Business Ownership; DeSautel Properties LLC; Co-owner; Real Estate; 710 Saint Gregory Street, , Harrisburg, SD, 57032; Investment-Related; 07/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Deer Run Golf Club, LLC; Shareholder of LLC. I'm attempting to purchase units of an existing shareholder who would like to no longer have any ownership in the golf club. The MN SOS start date is from many years ago, but the lawyer would show the start date of my ownership to be 3/1/2026.; Shareholder of Deer Run Golf Club, LLC.; 8661 Deer Run Drive, , Victoria, MN, 55386; Not Investment-Related; 03/01/2026; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Registered staff employee.; Manage advisory business; 333 S 7th St., Suite 1960, Minneapolis, MN, 55402; Investment-Related; 10/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
Reach out to this advisor