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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
5001 California Ave Ste 128, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bakersfield | CA | 11/2013 | 04/2026 |
| Ameriprise Financial Services Llc | Bakersfield | CA | 04/2026 | Present |
Business Ownership; Skyview Legacy Group Inc; Owner; Manage Ameriprise Business; 12408 Trinity River Dr, , Bakersfield, CA, 93312; Investment-Related; 04/15/2026; 1 to 9 hours per month; 0 during trading hours / Tri-Fi Venture Group, LLC; Co-owner; Manage Ameriprise Business; 8501 Camino Media, , Bakersfield , CA, 93311; Investment-Related; 07/24/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Skyview Legacy Group Inc; Owner; Manage advisory business; 5001 California Ave, Ste 128, Bakersfield, CA, 93309; Investment-Related; 04/15/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
Reach out to this advisor