Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-10 |
| DE | RA | APPROVED | 1998-02-20 |
Branch Locations
1011 Centre Rd Ste 100, Wilmington, DE 19805-1270 • United States
New Castle, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wilmington | DE | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 03/2020 | Present |
Real Estate Ownership; Single Family; 44 E 4th Street, , New Castle, DE, 19720; Not Investment-Related; 04/01/2025. Board of Directors; New Castle Community Partnership, Inc; Board Member; PO Box 444, , New Castle, DE, 19720; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / New Caste Historical Society; Board Member/Treasurer; 30 Market Street, , New Castle, DE, 19720; Investment-Related; 03/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Finance Committee for the City of New Castle; The City of New Castle has just developed a Finance Committee to assist their Treasurer with financial aspects of the City. They are developing an endowment, and I will work with the committee to develop their policies and procedures and Investment Policy Statement. They will have a professional company who assist with the above, and will manage the funds, and make recommendations to the committee. The Council is bringing this up at their next meeting on July 8th for a vote. I was just informed.; 220 Delaware Street, , New Castle, DE, 19720; Investment-Related; 07/08/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Development Committee Member; Provide input for the annual development plan and goals for budgeting Works with finance committee to develop a balanced budget Maintains current donors through good stewardship and builds relationships with constituents to expand donor base for all fundraising efforts; 165 Airport Road, , New Castle, DE, 19720; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-06 |
Reach out to this advisor