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_RES | 2025-12-05 |
| IN | RA | APPROVED | 2025-12-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Old National Bank | Evansville | IN | 09/2010 | 08/2023 |
| Lpl Financial Llc | Evansville | IN | 09/2010 | 08/2023 |
| Heritage Federal Cu | Newburgh | IN | 08/2023 | Present |
| Lpl Financial Llc | Newburgh | IN | 08/2024 | 12/2025 |
| Ameriprise Financial Services, Llc | Newburgh | IN | 12/2025 | Present |
Outside Employment; Heritage Federal Credit Union; Financial Advisor; Manage advisory business; 8266 Bell Oaks Dr, , Newburgh, IN, 47630; Investment-Related; 12/04/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
Reach out to this advisor