Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED | 2025-01-30 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | 01/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2025 | Present |
CALIFORNIA REAL ESTATE BROKER LICENSE; INV RELATED; SOLANA BEACH, CA; LICENSE HOLDER; 02/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADE; HOLD REAL ESTATE LICENSE | RENTAL PROPERTY; INV RELATED; COLORADO SPRINGS, CO; 50% OWNERSHIP; 06/2018; 1 HOUR PER MONTH; NO HOURS DURING TRADING; LEASE PROPERTY | ZORN LIVING TRUST; INV RELATED; CHINA SPRINGS, TX; 50% OWNERSHIP; 02/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING; RAW LAND |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-26 |
Reach out to this advisor