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 | 2009-10-02 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
1415 W Nc Hwy 54 Ste 115, Durham, NC 27707-5597 • United States
Morrisville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Durham | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Durham | NC | 03/2020 | Present |
Real Estate Ownership; Single Family; 602 @ McKinley Street, , Mebane, NC, 27302; Investment-Related; 01/06/2020 / Single Family; 101 Lawndale Avenue, , Hillsborough, NC, 27278; Investment-Related; 08/25/2020 / Single Family; 2915 Elder Lane, , Burlington, NC, 27215; Investment-Related; 05/30/2024. Business Ownership; Triangle Advisory Group, LLC; ; Entity exists solely to pay business expenses.; 1415 Highway 54 West Suite #115Durham NC 27707, ,; ; ; 1 to 9 hours per month; . Board of Directors; Ridgemont HOA; Board Member; PO Box 1149Apex, NC 27502, ,; Not Investment-Related; 03/01/2019; 1 to 9 hours per month; 0 during trading hours / Independent Animal Rescue; Board Member; 3321 Guess Road, , Durham, NC, 27705; Not Investment-Related; 02/15/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
Reach out to this advisor