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 | 2019-09-25 |
| WA | RA | APPROVED | 2019-04-05 |
Branch Locations
520 Pike St Ste 2725, Seattle, WA 98101 • United States
10950 Ne State Highway 104, Kingston, WA 98346-9391 • United States
Bainbridge Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Seattle | WA | 01/2013 | 03/2019 |
| Ameriprise Financial Services Inc | Seattle | WA | 04/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Kingston | WA | 03/2020 | Present |
Board of Directors; Evelyn H. Fuldner Foundation; Board Member; 4515 E. Calle del Norte, , Phoenix, WA, 85018; Not Investment-Related; 08/14/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-08 |
Reach out to this advisor