Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
60 William Street Suite 140, Wellesley, MA 02481-3810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Investment Services Corp | Boston | MA | 04/2002 | 01/2023 |
| Ameriprise Financial Services | Wellesley | MA | 01/2023 | 01/2023 |
| Ameriprise Financial Services, Llc | Wellesley | MA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Wellesley | MA | 01/2023 | Present |
Independent Insurance Brokering; Delaware Life; 03/07/2014; Fixed Annuity / Mass Mutual; 03/20/2022; Fixed Annuity / Northwestern Mutual; 06/28/2024; Term Life, Whole Life. Business Ownership; MapleRock Wealth Management; Co-owner; Manage Ameriprise Business; 60 William St. Ste. 140, , Wellesley, MA, 02481; Investment-Related; 01/20/2023; 40 to 59 hours per month; 20 to 39 during trading hours / Durum Wheat Inc.; Owner; this Co is the 50% owner of Winter Durum LLC; 26 Arthur St., , Natick, MA, 01760; Not Investment-Related; 01/17/2023; 1 to 9 hours per month; 0 during trading hours / Winter Durum LLC; this is the LLC that pays our AP staff, the lease and most of our expenses; this is the LLC that pays our AP staff, the lease and most of our expenses; 26 Arthur St, , natick, MA, 01760; Not Investment-Related; 12/07/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
Reach out to this advisor