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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-01-25 |
| CA | RA | APPROVED | 2001-11-09 |
Branch Locations
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
3945 Freedom Cir Ste 630, Santa Clara, CA 95054 • United States
Mountain View, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Santa Clara | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 03/2020 | Present |
Business Ownership; RSVP, LLC; Investor; Hospitality; 25297 Lankford Hwy, , Onley, VA, 23418; Not Investment-Related; 04/23/2021; 1 to 9 hours per month; 0 during trading hours / QFRI, LLC; Co-owner; Rental properties; 884 Kizer St, , Milpitas, CA, 95035; Not Investment-Related; 01/01/2005; 0 hours per month; 0 during trading hours / QCA, LLC; Owner; QCA, LLC will be established for shared operational infrastructure, expense management purposes, and continuity planning among financial advisor team members.; 3945 Freedom Cir., Ste 460, , Santa Clara, CA, 95054; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Santa Clara County Estate Planning Council; Treasurer; PO Box 141 ? , , Boys Town, NE, 68010; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / FPA NorCal Conference Committee; Chair for the FPA NorCal Conference Committee; 530 Alameda del Prado, Suite C, PMB #109, Novato, CA, 94949; Not Investment-Related; 07/01/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-07 |
Reach out to this advisor