Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-05 |
| MN | RA | APPROVED | 2014-04-24 |
Branch Locations
5200 Willson Road Suite 150, Edina, MN 55424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Edina | MN | 04/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Edina | MN | 04/2014 | Present |
| Northstar Asset Management | Edina | MN | 04/2014 | 12/2020 |
(1)Name of Business: Address: 5270 W 84th Street, Bloomington, MN, 55437, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/31/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Outside Term and traditional LTC insurance (RJ only offers Mutual of Omaha as a traditional LTC carrier) (2) Name of Business: NorthStar Asset Management Address: 5270 W 84th St Ste 200, Bloomington, MN, 55437, United States Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/21/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
Reach out to this advisor