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 |
|---|---|---|---|
| RI | RA | APPROVED | 2024-08-07 |
| FL | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED_RES | 2023-01-18 |
Branch Locations
Saint Petersberg, FL • United States
1001 S. Macdill Ave., Ste. 700, Tampa, FL 33629-5250 • United States
3883 Main Road Suite 303, Tiverton, RI 02878 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Riversource Insurance | St. Pstersburg | FL | 09/2004 | 09/2021 |
| Lpl Financial, Llc | Tampa | FL | 09/2021 | 01/2023 |
| Ameriprise Financial Services, Llc | Tampa | FL | 01/2023 | Present |
Real Estate Ownership; Single Family; 3301 W Morrison Ave , , Tampa, FL, 33629; Not Investment-Related; 07/22/2026. Business Ownership; Silvara Academy; Co-owner; Children's curriculum learning materials; 639 Longmeadow Cir , , Longwood, FL, 32779; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Tampa Theatre Foundation; Treasurer; 711 N Franklin St, , Tampa, FL, 33602; Not Investment-Related; 09/09/2025; 1 to 9 hours per month; 0 during trading hours / ChoZen Center for Regenerative Living; Treasurer; 11115 Roseland Road, , Sebastian, FL, 32958; Not Investment-Related; 05/15/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-20 |
Reach out to this advisor