Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| CA | RA | APPROVED | 2001-06-08 |
Branch Locations
125 Water St Ste A-3, Santa Cruz, CA 95060 • United States
1905 The Alameda, San Jose, CA 95126 • United States
99 Pacific St Ste 400, Monterey, CA 93940-2470 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Jose | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Jose | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 3427 Wine Cork Way, Sand Jose, CA 95124, ,; ; . Business Ownership; Eighth Floor, LLC; Common entity to pay non-licensed shared staff and office expenses.; Common entity to pay non-licensed shared staff and office expenses.; 1905 The Alameda San Jose, CA 95126, ,; Not Investment-Related; 01/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Terra Three, LLC; Partner; Entity to manage the finances and real estate of our shared AMP office; 1905 The Alameda San Jose, CA 95126, ,; Not Investment-Related; 03/14/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Troop 290 Committee; Committee Chair; 1900 The Alameda #100, , San Jose, CA, 95126; Not Investment-Related; 09/06/2024; 1 to 9 hours per month; 0 during trading hours / Pacific Swimming Board of Directors; Finance - Vice Chair; 1374 Lupine Court, , Concord, CA, 94521; Investment-Related; 03/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Almaden Masters; Board Member; 1297 Peralta Dr, , San Jose, CA, 95120; Not Investment-Related; 01/01/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-06 |
Reach out to this advisor