Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-08 |
| IN | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2016 | 01/2026 |
| Ameriprise Financial Services, Llc | Marion | IN | 01/2026 | Present |
Business Ownership; Veritas Holdings LLC; Owner; Manage Ameriprise Business; 1117 N Butler Ave, , Marion, IN, 46952; Investment-Related; 01/08/2026; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Veritas Holdings LLC; Owner; Manage advisory business; 1117 N Butler Ave, , Marion, IN, 46952; Investment-Related; 01/08/2026; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Rent of Office Space; I am renting office space from an individual who was not an Ameriprise client when I started with Ameriprise. I started renting on 1/9/2026. However, the individual has become an Ameriprise client. My relationship with this individual goes back about 25 years and predates my client relationship with him.; 1117 N Butler Ave, , Marion, IN, 46952; Not Investment-Related; 01/09/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
Reach out to this advisor