Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp. | Erie | PA | 08/2012 | 07/2019 |
| Securities America, Inc. | Erie | PA | 09/2019 | 06/2024 |
| Securities America Advisors | Erie | PA | 09/2019 | 06/2024 |
| Ameriprise Financial Services, Llc | Erie | PA | 11/2025 | Present |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | 11/2025 |
Outside Employment; CNB; Various Bank Activities; Manage advisory business; 2035 EDINBORO RD, , ERIE, PA, 16509; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-28 |
Reach out to this advisor