Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-18 |
Branch Locations
800 Westchester Ave Ste 300, Rye Brook, NY 10573-1354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfa Institute | Hong Kong | 10/2015 | 07/2018 | |
| Unemployed | Hong Kong | 07/2018 | 06/2019 | |
| Park Avenue Securities | Bloomfield | NJ | 10/2019 | 04/2020 |
| Guardian Life Insurance Company Of America | Bloomfield | NJ | 06/2019 | 04/2020 |
| Ameriprise Financial Services, Llc | Rye Brook | NY | 09/2023 | Present |
| Self-Employed | New York | NY | 04/2020 | 09/2023 |
Outside Employment; RPWM Partners LLC; AFA for Rise; Manage advisory business; 800 Westchester Avenue, Suite 300, , Rye Brook, NY, 10573; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
Reach out to this advisor