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_RES | 2017-09-22 |
| IA | RA | APPROVED | 2017-07-10 |
Branch Locations
9 Plaza Dr Ste 6, Clear Lake, IA 50428 • United States
2625 N Loop Dr Ste 2200, Ames, IA 50010 • United States
8951 Windsor Pkwy, Johnston, IA 50131-2566 • United States
Boone, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Ames | IA | 05/2009 | 06/2017 |
| Tiaa | Ames | IA | 05/2009 | 06/2017 |
| Ameriprise Financial Services Inc | Ames | IA | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Ames | IA | 03/2020 | Present |
Outside Employment; Integrity Point LLC; I am an employee. I am a Financial Advisor.; Manage advisory business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
Reach out to this advisor