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 | 2022-02-03 |
Branch Locations
36 Washington St Ste 140, Wellesley, MA 02481-1900 • United States
Winthrop, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerulli Associates | Boston | MA | 06/2016 | 09/2016 |
| Citizens Securities, Inc. | Burlington | MA | 02/2017 | 03/2018 |
| Unemployed | Medford | MA | 09/2016 | 01/2017 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 03/2018 | 06/2021 |
| Ameriprise Financial Services, Llc | Wellesley | MA | 06/2021 | Present |
Real Estate Ownership; Single Family; 122 Fellsway West, , Medford, MA, 02155; Not Investment-Related; 08/05/2021. Outside Employment; Array Services, LLC; This is the LLC of our practice, R. Miller & Associates. Being paid for work done at Ameriprise as a CRM.; Manage advisory business; 36 Washington St., Suite 140, Wellesley, MA, 02481; Investment-Related; 06/28/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-30 |
Reach out to this advisor