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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-15 |
Branch Locations
30A E Roseville Rd, Lancaster, PA 17601 • United States
Wynnewood, PA • United States
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 |
|---|---|---|---|---|
| Voya Financial Advisors | Fairfax | VA | 09/2014 | 10/2024 |
| Ameriprise Financial Services Llc | Lancaster | PA | 10/2024 | Present |
Outside Employment; Encompass Tax Services; Tax Preparation work; Tax Preparation; 3995 E Market St, Suite 200, York, PA, 17402; Not Investment-Related; 02/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
Reach out to this advisor