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 | 2011-12-01 |
Branch Locations
2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047 • United States
252 W Swamp Rd Ste 9, Doylestown, PA 18901 • United States
Doylestown, PA • 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. | Langhorne | PA | 09/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Langhorne | PA | 03/2020 | Present |
Real Estate Ownership; Single Family; 88 N Hamilton St, , Doylestown, PA, 18901; Not Investment-Related; 09/01/2023. Business Ownership; 27teen Consulting, LLC; I am an indirect manager through my S-Corp (3J2V, Inc.); Consulting; 218 Briarwood Ct, , Doylestown, PA, 18901; Not Investment-Related; 11/15/2019; 0 hours per month; 0 during trading hours / 3J2V, Inc.; I am the sole owner/President of the S-Corp; This is a pass through entity in which I am paid by the LLC, which is the management company for our practice.; 30 Golf View Rd, , Doylestown, PA, 18901; Not Investment-Related; 11/15/2019; 0 hours per month; 0 during trading hours. Board of Directors; Fanny Chapman Pool Board; Board Member; 10 Doyle Street, , Doylestown, PA, 18901; Not Investment-Related; 01/27/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; 3J2V, Inc; President - Sole member of S-Corp; Manage advisory business; 30 Golf View Rd, , Doylestown, PA, 18901; Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-30 |
Reach out to this advisor