Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-30 |
Branch Locations
8751 Collin Mckinney Pkwy Ste 301, Mckinney, TX 75070 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 03/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Mckinney | TX | 03/2020 | Present |
Real Estate Ownership; Single Family; 799 Marlin Drive, , St. Helena Island, SC, 29920; Investment-Related; 12/29/2025. Business Ownership; Abundance Partners, LLC; co-owner; This is an LLC which I run all of my rental properties through. IT is setup as a series so each property will have it's own series within the LLC.; 8751 Collin McKinney Pkwy Suite 302, , McKinney, TX, 75070; Investment-Related; 09/01/2016; 10 to 19 hours per month; 1 to 9 during trading hours / FDF, LLC; Majority owner and CEO/President; It is a business that owns a product being sold to financial institutions. FirstDollars in and of it self will not be a bank or any of the other businesses listed above; it will merely sell and manage the cash flow management system product.; 8751 Collin McKinney Pkwy Suite 302, , McKinney, TX, 75070; Investment-Related; 12/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Savvy F. Strategies, LLC; Owner; Will be used to manage payments to various professionals for services rendered for personal needs (household employees, consultants, personal chefs, interior designers, etc). Means of additional protection from liability with engagement with said professionals as advised by our personal attorney.; 14274 Nicollet Drive, , Frisco, TX, 75033; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours / A Savvy Beach Please, LLC; Co-owner; Real Estate; 799 Marlin Drive, , St. Helena Island, SC, 29920; Investment-Related; 01/16/2026; 0 hours per month; 0 during trading hours. Other Business Activities; Charitable Financial Wellness at Church; I will be connecting with members of my church to answer general questions about personal finance that is not, in any way, connected to Ameriprise financial. Similarly, I will not be soliciting any business or marketing myself as the church has also required that I cannot do these things in order to be able to meet with individual members of the church.; 8055 Independence Parkway, , Frisco, TX, 75035; Not Investment-Related; 09/20/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-30 |
Reach out to this advisor