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 | 2010-09-14 |
| TX | RA | APPROVED_RES | 2010-09-10 |
Branch Locations
300 S Orange Ave Ste 750, Orlando, FL 32801-3347 • United States
Oviedo, FL • 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. | Orlando | FL | 09/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | Present |
Board of Directors; Yale Alumni Association of Central Florida; President; 519 Heathercreek Ct., Oviedo, FL 32765, ,; Not Investment-Related; 07/10/2012; 1 to 9 hours per month; 0 during trading hours / All-Ivy Club of Central Florida; President; 519 Heathercreek Ct., Oviedo, FL 32765, ,; Not Investment-Related; 07/10/2012; 1 to 9 hours per month; 0 during trading hours / World Sports Alumni; Business Board Member; 12472 Lake Underhill Rd. #175Orlando FL 32828, ,; Not Investment-Related; 07/09/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Future Dreamers & Achievers; Board Member; 3100 Jodhpurs Lane, #3406, Orlando, FL, 32837; Not Investment-Related; 07/16/2023; 1 to 9 hours per month; 0 during trading hours / Boys & Girls Clubs of Central Florida Seminole County Regional Board; Board Member; 101 E Colonial Dr, , Orlando, FL, 32801; Not Investment-Related; 02/20/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Expert Witness testimony; Expert Witness - ; I have been asked to give expert witness testimony as a financial advisor in a legal case.; N/A, ,; Not Investment-Related; 11/08/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Author; Author - ; I have written a book (Incremental Improvements: Change Your Life One Small Step At A Time), and this book has been reviewed and approved by ACMR (Legal File #962024).; 519 Heathercreek CourtOviedo, FL 32765, ,; Not Investment-Related; 06/30/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
Reach out to this advisor