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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
| VA | RA | APPROVED | 2024-03-25 |
Branch Locations
Williamsburg, VA • United States
901 Richmond Road, Williamsburg, VA 23185-2821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 06/2009 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Williamsburg | VA | 06/2009 | 03/2024 |
| Ameriprise Financial Services, Llc | Williamsburg | VA | 03/2024 | Present |
Business Ownership; Compass Wealth Strategies; Owner; Manage Ameriprise Business; 901 Richmond Road, , Williamsburg, VA, 23185; Investment-Related; 03/25/2024; 60 hours per month; 60 during trading hours. Board of Directors; Advocates for a Live Performance Venue; Vice Chairman; 1323 Jamestown Road, Suite 103, Williamsburg, VA, 23185; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Kiwanis CLub of Williamsburg Foundation; Executive Director; 1323 Jamestown Road, Suite 103, Williamsburg, VA, 23185; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-10 |
Reach out to this advisor