Best Investors
Account
Sign in
Best Investors
Account
Sign in
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-22 |
| AR | RA | APPROVED | 2024-12-18 |
| NC | RA | APPROVED | 2024-05-08 |
| MA | RA | APPROVED | 2023-11-03 |
| AZ | RA | APPROVED | 2023-07-06 |
| OR | RA | APPROVED | 2023-07-05 |
| NV | RA | APPROVED | 2023-06-27 |
| SD | RA | APPROVED | 2023-06-26 |
| FL | RA | APPROVED | 2023-06-23 |
| HI | RA | APPROVED | 2023-06-23 |
| IL | RA | APPROVED | 2023-06-23 |
| CA | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED_RES | 2023-06-22 |
| MN | RA | APPROVED | 2014-01-27 |
| WI | RA | APPROVED | 2012-03-02 |
Branch Locations
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416-1089 • UNITED STATES
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piper Jaffray Inc. | Minneapolis | MN | 01/1982 | Present |
| Ubs Financial Services Inc. | Minneapolis | MN | 08/2006 | Present |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 05/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-08 |
Reach out to this advisor