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 | 2009-10-12 |
Branch Locations
11757 Katy Fwy Ste 580, Houston, TX 77079 • United States
Tomball, TX • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 08/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2020 | Present |
Business Ownership; Cinnamon Oak Consultants, LLC; Owner; Manage Ameriprise Business; 11757 Katy Freeway, Suite 580, Houston, TX, 77079; Investment-Related; 02/01/2025; 40 to 59 hours per month; 60 during trading hours. Outside Employment; Cinnamon Oak Consultants, LLC; Owner; Manage advisory business; 11757 Katy Freeway, Suite 580, Houston, TX, 77079; Investment-Related; 02/01/2025; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-20 |
Reach out to this advisor