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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-27 |
| TX | RA | APPROVED_RES | 2015-10-23 |
| NH | RA | APPROVED | 2009-01-05 |
Branch Locations
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Hudson, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 07/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 South River Rd , Suite 201, Bedford, NH, 03110-6943; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Associate Financial Advisor - Financial Planner Planning Deliverables, Meeting with Clients, Trading, Preparing for meetings; ; 262 South River Road, Suite 2, Bedford, NH 03110, ,; Not Investment-Related; 08/27/2007; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
Reach out to this advisor