Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-30 |
| CA | RA | APPROVED | 2015-04-28 |
Branch Locations
2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245 • United States
21680 Gateway Center Dr Bldg A Ste 310, Diamond Bar, CA 91765-2459 • United States
Redondo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | El Segundo | CA | 07/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 03/2020 | Present |
Business Ownership; Atrium Partners LLC; run the operation of the business, payroll, hr, etc.; Consulting; 2301 Rosecrans Ave Suite 4195, , El Segundo, CA, 90245; Not Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours / ArmourLn; I am the sole owner of the entity that will be used to run my personal payroll and business expenses.; This will be an S-corp to run my personal payroll as well as certain business expenses. There will be no employees or client related work.; 2301 Rosecrans Ave Suite 4195, , El Segundo, CA, 90245; Not Investment-Related; 02/16/2022; 60 hours per month; 60 during trading hours / Atrium Partners 2; Managing operations; This entity will be used to run business operations for the newly acquired practice; 2301 Rosecrans Ave Suite 4195, , El Segundo, CA, 90245; Not Investment-Related; 10/31/2022; 60 hours per month; 60 during trading hours / Atrium Partners 3, LLC; Co-owner; The business will be used to run operations for clients acquired through a professional alliance; 2301 Rosecrans Ave, Suite 4195, El Segundo , CA, 90245; Not Investment-Related; 12/01/2023; 60 hours per month; 60 during trading hours / Sentry Tax Advisory Group; Owner; Tax Preparation; 2301 Rosecrans Ave Suite 4195, , El Segundo, CA, 90245; Not Investment-Related; 08/15/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
Reach out to this advisor