Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
2880 Middle St Suite 203, Little Canada, MN 55117 • United States
2880 Middle St Suite 200, Little Canada, MN 55117 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&G Trailers | Ramsey | MN | 05/2021 | 08/2021 |
| Aka Sports | Circle Pines | MN | 06/2022 | 08/2022 |
| Gradient Securities | Arden Hills | MN | 06/2023 | 08/2023 |
| Minnesota State University, Mankato | Mankato | MN | 08/2020 | 05/2024 |
| Centennial School District | Circle Pines | MN | 01/2014 | 06/2020 |
| Osaic Wealth | Little Canada | MN | 05/2024 | 08/2024 |
| Osaic Wealth, Inc | Little Canada | MN | 08/2024 | 05/2025 |
| Lpl Financial Llc | Little Canada | MN | 05/2025 | Present |
1)04/03/2025 - VP Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/03/2025 - CONSUMER CHOICE SERVICES - Personal Care Assistant - Non-Inv Rel - Minnetonka, MN - Start: 06/2019 - 15 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
Reach out to this advisor