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 | 2013-01-11 |
Branch Locations
945 Stockton Dr Unit 2100, Allen, TX 75013 • United States
Murphy, TX • 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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2007 | 12/2018 |
| Ameriprise Financial Services Llc | Plano | TX | 12/2018 | Present |
Real Estate Ownership; Lot/Land; 1200 & 1210 Lynda Lane, , Wylie, TX, 75098; Investment-Related; 09/19/2024. Business Ownership; EJDM LLC; Managing the operations of the operating expenditures of the business; Operating LLC for the expenditures of my financial planning business; 4504 Legacy Dr Suite 200, , Plano, TX, 75024; Not Investment-Related; 01/20/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; EJDM LLC; Owner; Manage advisory business; 945 Stockton Dr. Suite 2100, , Allen , TX, 75013; Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
Reach out to this advisor