Best Investors
Account
Sign in
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-10 |
| PA | RA | APPROVED | 2021-08-30 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
10 West End 1601 Utica Ave S, Suite 210, Minneapolis, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hirtle, Callaghan & Co., Llc | Minneapolis | MN | 06/2021 | Present |
| Wells Fargo Bank Na | Minneapolis | MN | 01/2010 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-06 |
Reach out to this advisor