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 | 2019-06-03 |
Branch Locations
3102 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082-5037 • United States
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 • United States
10 Florida Park Drive N Ste D, Palm Coast, FL 32137 • United States
Ponte Vedra Beach, 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 |
|---|---|---|---|---|
| National Financial Services Group | Jacksonville | FL | 04/2016 | 05/2019 |
| Equity Services, Inc. | Montpelier | VT | 04/2016 | 05/2019 |
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Palm Coast | FL | 03/2020 | Present |
Business Ownership; Tara Showalter LLC; for tax purposes only; for tax purposes only; 841 Baytree Lane, , Ponte Vedra Beach, FL, 32082; Not Investment-Related; 10/05/2020; 0 hours per month; 0 during trading hours. Outside Employment; Consulting with XFA; Consultant/coach to guide franchisees on recruiting experienced advisors outside of Ameriprise; Outside recruiting consulting with XFA; 841 Baytree Lane, , Ponte Vedra Beach, FL, 32082; Not Investment-Related; 11/03/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-18 |
Reach out to this advisor