Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| MN | RA | APPROVED | 2025-10-29 |
Branch Locations
3600 Minnesota Drive Suite 790, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jrk Accounting &Amp; Financial, Inc. | Altoona | WI | 07/2021 | 04/2023 |
| All American Bookkeeping &Amp; Tax | Minneapolis | MN | 03/2020 | 07/2021 |
| H&Amp;R Block | Eau Claire | WI | 11/2017 | 03/2020 |
| University Of Pikeville - Kentucky | Pikeville | KY | 07/2017 | 05/2019 |
| Milwaukee Area Technical College | Milwaukee | WI | 07/2014 | 05/2017 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2023 | 10/2023 |
| Thrivent Financial | Appleton | WI | 06/2023 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Plymouth | MN | 10/2023 | 03/2024 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 03/2024 | 10/2025 |
| Raymond James & Associates Inc. | Edina | MN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
Reach out to this advisor