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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED_RES | 2018-06-27 |
| FL | RA | APPROVED | 2004-08-20 |
Branch Locations
223 Taylor St Ste 1126, Punta Gorda, FL 33950-4427 • United States
9015 Strada Stell Ct Ste 103, Naples, FL 34109 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boston | MA | 08/1997 | 03/2020 |
| Ameriprise Financial Services, Llc | Naples | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 9015 Strada Stell Court, Suite 103Naples, FL 34109, ,; Not Investment-Related; 06/16/2014. Business Ownership; JJN Holdings LLC; ; Set up to own my office and pay expenses.; 9015 Strada Stell Court, Suite 103Naples, FL 34109, ,; Not Investment-Related; 06/16/2014; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-14 |
Reach out to this advisor