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 |
|---|---|---|---|
| IA | RA | APPROVED | 2019-08-13 |
Branch Locations
8951 Windsor Pkwy, Johnston, IA 50131-2566 • United States
Des Moines, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Johnston | IA | 05/2017 | 03/2020 |
| Ameriprise Financial | Clive | IA | 01/2016 | 01/2017 |
| Bed Bath & Beyond | Clive | IA | 03/2017 | 05/2017 |
| Drake University | Des Moines | IA | 01/2017 | 03/2017 |
| Ameriprise Financial Services, Llc | Johnston | IA | 03/2020 | Present |
Outside Employment; Integrity Point LLC; I am an employee. I am an Operations Manager on the Financial Planning Team.; Manage advisory business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
Reach out to this advisor