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 | 2021-04-16 |
| TX | RA | APPROVED_RES | 2012-02-07 |
Branch Locations
80 Wolf Rd First Floor, Albany, NY 12205-2608 • United States
7242 State Route 9 Ste B, Plattsburgh, NY 12901 • United States
Bolton Landing, NY • United States
Niskayuna, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Albany | NY | 09/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Albany | NY | 03/2020 | Present |
Business Ownership; FFLIH; Continued advisor role (AFA technically), management of office, leadership of team members; Financial Planning/Investment management; 80 Wolf Road, First Floor, , Albany, NY, 12205; Not Investment-Related; 08/01/2020; 60 hours per month; 40 to 59 during trading hours / INetwork NY LLC; Leadership team; Consulting; 80 Wolf Road, First Floor, , Albany, NY, 12205; Not Investment-Related; 09/13/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Inspire Tax LLC; Co-owner; Tax Preparation; 80 Wolf Road, , Albany, NY, 12205; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours / ICN Holdings LLC; Co-owner; Manage Ameriprise Business; 80 Wolf Road, , Albany, NY, 12205; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours / ICN Life, LLC; Co-owner; This is no marketable business and will not produce an income. It is just created to own the life policies on the partners; 80 Wolf Road, , Albany, NY, 12205; Not Investment-Related; 09/30/2025; 0 hours per month; 0 during trading hours. Board of Directors; Foundation for Ellis Medicine Board; Trustee; Ellis Medicine, 1101 Nott Street, B-Wing, 4th floor, Schenectady, NY, 12308; Not Investment-Related; 08/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Financial Planning Association of Northeastern New York; Pro-Bono chair; 120 Van Rensselaer BLVD, , Albany, NY, 12204; Not Investment-Related; 12/10/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; FFLIH, LLC; Managing Partner - AFA, management of office, leadership of team members; ; 80 Wolf Road, First floor, , Albany, NY, 12205; Not Investment-Related; 08/01/2020; 60 hours per month; 40 to 59 during trading hours / INetwork NY LLC; Partner - Leadership; Coaching; 80 Wolf Road, STE 1, , Albany, NY, 12205; Not Investment-Related; 09/13/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Zarba Energy, LLC; Owner; Support Practice; 778 Trottingham Drive, , Niskayuna, NY, 12309; Investment-Related; 04/08/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-23 |
Reach out to this advisor