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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-01 |
Branch Locations
844 Richland Road Suite A, Yuba City, CA 95991-6276 • United States
250 Vallombrosa Ave Suite 370, Chico, CA 95926-3976 • United States
Yuba City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2020 | 09/2020 |
| Texas Roadhouse | Phoenix | AZ | 10/2017 | 03/2020 |
| Sunrise Mountain High School | Peoria | AZ | 08/2013 | 05/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 04/2020 |
| Texas Roadhouse | Phoenix | AZ | 10/2020 | 06/2021 |
| Sierra Central Credit Union | Marysville | CA | 08/2021 | 02/2023 |
| Ameriprise Financial | Yuba City | CA | 02/2023 | 02/2023 |
| Ameriprise Financial Services, Llc | Yuba City | CA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Yuba City | CA | 02/2023 | Present |
Board of Directors; Yuba Sutter Colusa United Way; Board Member; 1510 Poole Blvd, Ste 204, Yuba City, CA, 95993; Not Investment-Related; 06/22/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; BLUE OAKS MANAGEMENT, LLC; ADVISOR WITH BLUE OAKS MANAGEMENT,LLC AN AMERIPRISE FINANCIAL FRANCHISE; AMERIPRISE FINANCIAL ADVISORY FIRM; 844 Richland Rd Ste A, , Yuba City, CA, 95991; Investment-Related; 05/08/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-05 |
Reach out to this advisor