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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2015-02-27 |
Branch Locations
2290 East Ave 3Rd Floor, Rochester, NY 14610-2567 • United States
Macedon, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 07/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Business Ownership; CADENCE ASSOCIATES, LLC, A NEW YORK LIMITED LIABILITY COMPANY; Administrator/Member; Manage Ameriprise Business; 2290 East Ave, , Rochester, NY, 14610; Investment-Related; 10/30/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Bryant & Stratton College; instructor -; ; 1225 Jefferson RoadRochester, NY 14623, ,; ; 08/01/2012; 10 to 19 hours per month; / Mark Stone; Financial Asst - Investment Analysis, Investment Portfolio Construction & Management, Strategic Planning; ; 2290 East Ave 3rd Fl, , Rochester, NY, 14610; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours / Creative Management Consultants, LLC; Financial Asst.; Manage advisory business; 2290 East Ave, Suite 3, Rochester, NY, 14610; Investment-Related; 01/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-29 |
Reach out to this advisor