Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-20 |
| TN | RA | APPROVED | 2010-10-15 |
| TX | RA | APPROVED_RES | 2010-07-08 |
| KY | RA | APPROVED | 2005-01-31 |
| IN | RA | APPROVED | 2002-05-14 |
Branch Locations
213 Overlook Circle Ste A-2, Brentwood, TN 37027 • United States
Newburgh, IN • United States
20 Northwest 3Rd St Suite 850, Evansville, IN 47708-0009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Newburgh | IN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Evansville | IN | 03/2020 | Present |
Business Ownership; Overlook Business Partners, LLC; Owner; Real Estate Ownership; 213 Overlook Circle, Suite A-2 Brentwood, TN 37027, ,; Not Investment-Related; 04/21/2016; 1 to 9 hours per month; 0 during trading hours / Sacred Service Group LLC; Co-owner; Manage Ameriprise Business; 20 Northwest 3rd St., Suite 850, Evansville, IN, 47708; Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / What's Your Saltwater LLC; Owner; Manage Ameriprise Business; 20 Northwest 3rd St., Suite 850, Evansville, IN, 47708; Investment-Related; 01/19/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Rolling Hills Country Club Inc.; Board Member and Treasurer; 1666 Old Plank Road, , Newburgh, IN, 47630; Not Investment-Related; 03/01/2025; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; What's Your Saltwater LLC; Owner - This is the LLC I use to employ and operate my Ameriprise franchise.; Manage advisory business; 20 Northwest 3rd St., Suite 850, Evansville, IN, 47708; Investment-Related; 09/17/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-30 |
Reach out to this advisor