Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-07-07 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
43460 Ridge Park Dr Ste 200, Temecula, CA 92590 • United States
Temecula, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Temecula | CA | 09/1997 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Board of Directors; Temecula Valley Hospital Advisory Board; Member; 31700 Temecula PkwyTemecula, CA 92592, ,; ; 10/11/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Southwest Healthcare Board of Governors; unknown at this time; 25500 Medical Center Drive, , Murrieta, CA, 92562; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Professional Women's Roundtable; Advisor; PO Box 387, , MURRIETA, CA, 92564; Not Investment-Related; 09/02/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Rock Your Red; Board Member; 28360 Old Town St , PO Box 1641, Temecula, CA, 92590; Not Investment-Related; 03/02/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Professional Women's Roundtable Scholarship committee; This is a non-profit organization that gives out 6 $3,000 scholarships per year. My participation in this is simply sitting on the committee, reading the applications, voting on who i think should be selected for an interview, and possibly helping to conduct the interviews. It should take about 10 hours total in 2024.; PO Box 387, , MURRIETA, CA, 92564; Not Investment-Related; 03/28/2024; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
Reach out to this advisor