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 |
|---|---|---|---|
| MN | RA | APPROVED | 2021-05-11 |
Branch Locations
8300 Norman Center Dr Ste 550, Bloomington, MN 55437 • United States
Lakeville, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flourish Wealth Management Inc. | Edina | MN | 05/2016 | 11/2017 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 11/2017 | 03/2021 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2021 | Present |
Real Estate Ownership; Vacation Condo; 10 Surfside Drive, , Tofte, MN, 55615; Not Investment-Related; 07/23/2021. Business Ownership; TPWA Operations, LLC; I do not currently have a formal role in the LLC other than as a minor owner and provide input into management issues.; Office management.; 8300 Norman Center Drive, Ste 550, , Bloomington, MN, 55437; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TPWA Operations, LLC; Minor Member - Occasional input into management issues for the Fathom Advisors team.; TPWA Operations LLC is the operating company for Fathom Advisors.; 8300 Norman Center Drive, Ste 550, , Bloomington, MN, 55437; Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-06 |
Reach out to this advisor