Best Investors
Account
Sign in
Best Investors
Account
Sign in
801 Grand Ave, Des Moines, IA 50392-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsley Club | Traverse City | MI | 04/2014 | 04/2018 |
| Naples National Golf Club | Naples | FL | 04/2018 | 04/2020 |
| First Tee West Michigan | Grand Rapids | MI | 08/2022 | 01/2023 |
| Seidman Investment Portfolio Organization | Grand Rapids | MI | 04/2022 | 04/2023 |
| Stifel | St. Louis | MO | 05/2023 | 05/2025 |
| Grand Valley State University | Grand Rapids | MI | 04/2020 | 04/2023 |
| First Citizens Investor Services | Durham | NC | 07/2025 | 12/2025 |
| Principal Funds Distributor | Des Moines | IA | 12/2025 | Present |
| Principal Asset Management | Des Moines | IA | 12/2025 | Present |
Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
Reach out to this advisor