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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-06 |
Branch Locations
259 Main St Ste 205, East Aurora, NY 14052-1662 • United States
29 Clinton St, Brockport, NY 14420 • United States
219 E Main St, Batavia, NY 14020 • United States
Pavilion, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bw'S Restaurant | Pavilion | NY | 05/2007 | 02/2017 |
| Ameriprise Financial Services, Inc. | Batavia | NY | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Batavia | NY | 03/2020 | Present |
Board of Directors; Pavilion Elementary School Parent Teacher Organization; Fundraising Director; 7014 Big Tree Road, PO Box 206, Pavilion, NY, 14525; Not Investment-Related; 05/02/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Stormtack LLC; financial advisor; Manage advisory business; 219 East Main Street, , Batavia, NY, 14020; Investment-Related; 01/02/2019; 60 hours per month; 60 during trading hours. Other Business Activities; Library Treasurer - Hollwedel Memorial Library; mailing checks and reconciliations for the library, volunteer unpaid position - not on the library board; 5 Woodrow Drive, , Pavilion, NY, 14525; Investment-Related; 01/02/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-09 |
Reach out to this advisor