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 | 2026-05-29 |
| FL | RA | APPROVED | 2020-06-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2020 |
| Ameriprise Financial Services, Llc | Davie | FL | 06/2020 | Present |
Business Ownership; Fishbowl Holdings, LLC; Co-owner of family LLC, book keeping; rental real estate; 13018 SW 24th ST, , Miramar, FL, 33027; Investment-Related; 04/23/2015; 1 to 9 hours per month; 0 during trading hours / Broom Enterprises LLC; Investor with spouse, she will be owner operator of Bakery franchise; Bakery; 13018 SW 24th Street, , Miramar, FL, 33027; Not Investment-Related; 10/25/2021; 0 hours per month; 0 during trading hours. Outside Employment; Centennial Bank; Financial Advisor - Financial advisor; ; 2205 S University Drive, , Davie, FL, 33324; Investment-Related; 06/05/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
Reach out to this advisor