Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-09 |
Branch Locations
817 Cedar Creek Grade Ste 200, Winchester, VA 22601 • United States
Stephens City, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2006 | 07/2017 |
| Ameriprise Financial Services Inc | Winchester | VA | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Winchester | VA | 03/2020 | Present |
Real Estate Ownership; Single Family; 33456 Old Valley Pike, , Strasburg, VA, 22657; Not Investment-Related; 06/15/2024. Independent Insurance Brokering; Delta Dental of Virginia; 09/18/2017; . Business Ownership; Walsh Wildlife Studios, LLC; Taxidermy services; Walsh Wildlife Studios, LLC is a taxidermy studio.; 211 Serviceberry Ct, , Stephens City, VA, 22655; Not Investment-Related; 04/01/2018; 10 to 19 hours per month; 0 during trading hours / WINTAX; Prepare personal income taxes for individuals and families.; Tax Preparation; 211 Serviceberry Ct, , Stephens City, VA, 22655; Not Investment-Related; 09/01/2022; 10 to 19 hours per month; 0 during trading hours / Secure Holdings LLC; Sell livestock.; Livestock sales; 211 Serviceberry Ct, , Stephens City, VA, 22655; Not Investment-Related; 12/01/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Safari Club International; Board of Directors; Gates Pass Road, , Tucson, AZ, 85745; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee, Agent named in a health care directive or living will, Attorney-In-Fact (POA), Executor. Other Business Activities; AARP; Volunteer tax preparation for elderly and low-income individuals.; 1001 E Cork St., , Winchester, VA, 22601; Not Investment-Related; 02/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
Reach out to this advisor