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_RES | 2026-07-31 |
| AL | RA | APPROVED | 2019-04-18 |
Branch Locations
850 Corporate Pkwy Ste 106, Hoover, AL 35242-5468 • United States
Birmingham, AL • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 05/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Birmingham | AL | 03/2020 | Present |
Real Estate Ownership; Single Family; 34th Street South, , Birmingham, AL, 35205; Investment-Related; 11/01/2018. Business Ownership; Irby Investments Inc; Co-owner; This is the physical business for our practice at Ameriprise. Established by Lisa Gaddis in 1995.; 850 Corporate Parkway, Suite 106, Birmingham, AL, 35242; Investment-Related; 05/01/2011; 60 hours per month; 60 during trading hours. Board of Directors; Kairos Prison Ministry Elmore Advisory Council; Communications Chair; 100 DeBary Plantation Blvd, , DeBary, FL, 32713; Not Investment-Related; 12/02/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Highland Condominium Association; President; 1338 34th Street South, , Birmingham, AL, 35205; Not Investment-Related; 09/02/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Medicaid Waivers; I provide care and support to our disabled daughter in the mornings before school / work and in the evenings after school / work. There are no activities during work hours.; Providing home care and assistance to our disabled daughter through the Medicaid Waivers Program.; 2013 Sweetgum Drive, , Hoover, AL, 35244; Not Investment-Related; 01/21/2025; 40 to 59 hours per month; 0 during trading hours / Irby Investments Inc; Chief Operating Officer - Day to day operational and administrative oversight of the business with additional focus on growth and development of the practice. I work in partnership with Lisa Gaddis, president and CEO of the practice. This is the practice infrastructure for Gaddis & Johnston, our Ameriprise practice.; Manage advisory business; 850 Corporate Parkway, Suite 106, Birmingham, AL, 35242; Investment-Related; 05/01/2011; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
Reach out to this advisor