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 | 2022-09-14 |
| MI | RA | APPROVED | 2019-12-10 |
Branch Locations
333 Bridge St Nw Ste 205, Grand Rapids, MI 49504 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 03/2015 | 12/2019 |
| Ameriprise Financial Services Inc | Grand Rapids | MI | 12/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 03/2020 | Present |
Independent Insurance Brokering; Banner Life Insurance; 11/09/2017; Term Life. Board of Directors; Dean Lake Forest Condo Association; Treasurer; 3785 Siebers Lane NE, , Grand Rapids, MI, 49525; Not Investment-Related; 09/10/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; The Coda Corporation; Accounting Staff - Accounting and Tax Preparation; Tax Preparation; 7455 SHelburne Ct NE, , Ada, MI, 49301; Not Investment-Related; 12/10/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
Reach out to this advisor