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 | 2025-02-12 |
| CA | RA | APPROVED | 2021-02-17 |
Branch Locations
10220 Sw Greenburg Rd Ste 120, Portland, OR 97223 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Portland | OR | 07/2020 | Present |
| Two Men & A Truck | Beaverton | OR | 07/2016 | 09/2016 |
| University Of Oregon | Eugene | OR | 09/2016 | 06/2017 |
| Two Men & A Truck | Beaverton | OR | 07/2017 | 09/2017 |
| University Of Oregon | Eugene | OR | 09/2017 | 06/2018 |
| Two Men & A Truck | Beaverton | OR | 07/2018 | 09/2018 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2019 |
| Bob's Red Mill | Milwaukie | OR | 07/2019 | 09/2019 |
| University Of Oregon | Eugene | OR | 09/2019 | 06/2020 |
Business Ownership; TVZ Wealth Advisors; Co-owner; Manage Ameriprise Business; 10220 SW Greenburg RD, SUITE 120, , Portland, OR, 97223; Investment-Related; 10/31/2024; 60 hours per month; 60 during trading hours. Outside Employment; TVZ LLC; Associate Financial Advisor - Financial Advisor; ; 10220 SW Greenburg Rd, , Portland, OR, 97223; Investment-Related; 07/01/2020; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
Reach out to this advisor