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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2022-06-23 |
| PA | RA | APPROVED | 2003-07-21 |
Branch Locations
11488 State Highway 98 Ste 3, Meadville, PA 16335-7304 • United States
208 W 3Rd Ave, Warren, PA 16365-2332 • United States
3010 State Route 5 Ste A, Cortland, OH 44410-9110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Meadville | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Meadville | PA | 03/2020 | Present |
Business Ownership; ACAG3 LLC; Manage Ameriprise practice; Manage Ameriprise Business; 11488 State Highway 98, Ste 3, Meadville , PA, 16335; Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; St. James Haven; Treasurer; 779 N Main St, , Meadville, PA, 16335; Not Investment-Related; 02/01/2025; 1 to 9 hours per month; 0 during trading hours / Warren County Library Board of Directors; Director (board member); 205 Market Street, , Warren, PA, 16365; Not Investment-Related; 06/15/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; ACAG3 LLC; Co-owner; Manage advisory business; 11488 State Highway 98, Ste 3, Meadville, PA, 16335; Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-14 |
Reach out to this advisor