Best Investors Account Sign in
Claim This Profile
Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • NY RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

534 Broadhollow Road Suite 245, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Melville NY 11/2018 04/2019
Bt Americas New York NY 01/2014 08/2018
Ameriprise Financial Services, Inc Melville NY 05/2019 03/2020
Ameriprise Financial Services, Llc Melville NY 03/2020 05/2025
&Partners Nashville TN 05/2025 Present
  • 11/2018 → 04/2019
    Ameriprise Financial Services Inc
    Melville, NY
  • 01/2014 → 08/2018
    Bt Americas
    New York, NY
  • 05/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Melville, NY
  • 03/2020 → 05/2025
    Melville, NY
  • 05/2025 → Present
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-13
S63 Uniform Securities Agent State Law Examination 2019-03-13
  • S65 Uniform Investment Adviser Law Examination
    2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    2019-03-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clayton, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor