Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-11-06 |
| PA | RA | APPROVED | 2003-06-23 |
Branch Locations
2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047 • United States
252 W Swamp Rd Ste 9, Doylestown, PA 18901 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Langhorne | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Langhorne | PA | 03/2020 | Present |
Real Estate Ownership; Single Family; 4650 Essex Coirt, , Bensalem, PA, 19020; Investment-Related; 01/01/2017. Business Ownership; Lakefront Living, Inc.; I am the sole owner/President of the S-Corp.; Consulting; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 11/15/2019; 0 hours per month; 0 during trading hours / MHP ONE, LLC; Financial management and oversight.; The LLC will own/operate a sandwich franchise.; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 01/01/2022; 10 to 19 hours per month; 0 during trading hours / PSBC Ventures, LLC; Co-owner; This will be an LLC used to purchase, own, and manage a piece of proprty.; 218 Briarwood Court, , Doylestown, PA, 18901; Investment-Related; 04/01/2024; 1 to 9 hours per month; 0 during trading hours / 27teen Consulting, LLC; I am an indirect manager through my S-Corp (Lakefront Living, Inc.); Consulting; 218 Briarwood Court, , Doylestwon, PA, 18901; Not Investment-Related; 11/15/2019; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Lakefront Living, Inc; President - Sole member of S-Corp; I am the sole emoployee of the S-corp of which I also the sole owner.; 218 Briarwood Court, , Doylestown, PA, 18901; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-21 |
Reach out to this advisor