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 | 2013-04-12 |
Branch Locations
1717 Lititz Pike, Lancaster, PA 17601-6509 • United States
Lancaster, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Landcaster | PA | 06/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Lancaster | PA | 03/2020 | Present |
Business Ownership; LJS Group, LLC; Owner; Conduit entity established to handle expenses, rent, utilities, hiring staff, plan production and consulting; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 04/01/2022; 10 to 19 hours per month; 0 during trading hours. Outside Employment; LJS Group LLC; Owner - ?CHARLIE WALP will make sure that the quality and fundamentals of the investment planning processes are in place within the required timelines set by companies. ?CHARLIE WALP will perform investment research, which is looking for new funds or other investment solutions in the alternative space. ?CHARLIE WALP will provide support to the LJS Group LLC in the areas of investment policy statements and outside research resources.; ; 1717 Lititz Pike, , Lancaster, PA, 17601; Investment-Related; 04/01/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Lancaster Country Day School Alumni Council; Serve on the Alumni Council helping to facilitate more Alumni participation in school functions/activities.; 725 Hamilton RdLancaster, PA 17603, ,; Not Investment-Related; 09/25/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
Reach out to this advisor