Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-03-30 |
Branch Locations
551 Newton St, South Hadley, MA 01075 • United States
Belchertown, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Northampton | MA | 03/2019 | 03/2022 |
| Ostberg & Assoc Fin Svcs & Ins | Northampton | MA | 10/2018 | 07/2020 |
| Callaway Golf | Chicopee | MA | 11/2017 | 03/2019 |
| Unemployed | Belchertown | MA | 05/2017 | 11/2017 |
| Pelican Products | South Deerfield | MA | 08/2002 | 05/2017 |
| Bete Fog Nozzle | Greenfield | MA | 04/2019 | 04/2020 |
| Eagle Strategies Llc | Northampton | MA | 08/2019 | 03/2022 |
| Ostberg & Associates Financial Services And Insurance | Northampton | MA | 07/2020 | 03/2022 |
| Ameriprise Financial Services, Llc | South Hadley | MA | 03/2022 | Present |
Business Ownership; SRD Operations, LLC; Co-owner; Manage Ameriprise Business; 551 Newton St., , South Hadley, MA, 01075; Investment-Related; 11/12/2019; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; SRD Operations, LLC; Co-owner; Manage advisory business; 551 Newton St., , South Hadley, MA, 01075; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-03 |
Reach out to this advisor