Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED_RES | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Merrimack | NH | 11/2017 | 08/2020 |
| United States Postal Service | Haverhill | MA | 06/2017 | 09/2017 |
| Home Depot | Bridgewater | MA | 05/2015 | 03/2017 |
| Bridgewater State University | Bridgewater | MA | 08/2015 | 12/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2021 | 10/2023 |
| St. Mary's Bank | Manchester | NH | 02/2021 | 10/2023 |
| Meridian Construction | Gilford, Nh | NH | 09/2020 | 10/2020 |
| Symmetry Financial Group | Manchester | NH | 10/2020 | 01/2021 |
| Lpl Financial Llc | Manchester | NH | 05/2022 | 10/2023 |
| Ameriprise Financial Services | Milford | NH | 10/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Milford | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Milford | NH | 10/2023 | Present |
Business Ownership; Moore Holdings LLC; Owner; Manage Ameriprise Business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 0 hours per month; 0 during trading hours / Leo Wealth Group LLC; Co-owner; Manage Ameriprise Business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 60 hours per month; 60 during trading hours / Drake Holdings LLC; Owner; Manage Ameriprise Business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 0 hours per month; 0 during trading hours. Board of Directors; The Suitcase Project; Board Member; 207 Pillsbury Rd, , Londonderry, NH, 03053; Not Investment-Related; 05/31/2026; 1 to 9 hours per month; 0 during trading hours / Greater Merrimack-Souhegan Valley Chamber of Commerce; Board Member; 69 Route 101A, , Amherst, NH, 03031; Not Investment-Related; 06/08/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Leo Wealth Group LLC; Co-owner; Manage advisory business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Notary Public; I am a Notary Public; 380 Nashua St, , Milford, NH, NH, 03055; Not Investment-Related; 10/30/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-26 |
Reach out to this advisor