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 |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-02 |
| TX | RA | APPROVED | 2020-07-01 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Melbourne | FL | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 11/2016 | 07/2018 |
| Lpl Financial Llc | Melbourne | FL | 07/2018 | 07/2020 |
| Collaborativewealth (Collaborative Wealth Management, Inc.) | Melbourne | FL | 08/2018 | 07/2020 |
| Ameriprise Financial Services, Llc | Melbourne | FL | 07/2020 | Present |
Business Ownership; JMelo Holdings, Inc; Owner, President. Financial Advisor DBA, Legal Entity to manage Ameriprise Financial Business; DBA Legal entity to manage Ameriprise Financial Business; 6943 N. Wickham Road, , Melbourne, FL, 32940; Not Investment-Related; 07/01/2020; 60 hours per month; 60 during trading hours. Outside Employment; Hera Flight; Pilot - First Officer, Assist the Pilot -in-Command (PIC) in conducting the flight safely and efficiently.; Pilot; 15965 Fairchild Drive, , Clearwater, FL, 33762; Not Investment-Related; 01/13/2026; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-25 |
Reach out to this advisor