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 | 2021-03-25 |
Branch Locations
8310-1 N Capital Of Texas Hwy Ste 360, Austin, TX 78731 • United States
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
224 W Main St Ste 100, Kenedy, TX 78119 • United States
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | San Antonio | TX | 01/2019 | Present |
| American Campus Communities | San Antonio | TX | 04/2018 | 12/2018 |
| Univeristy Of Texas At San Antonio | San Antonio | TX | 09/2016 | 05/2017 |
| Zio's Italian Grill | San Antonio | TX | 05/2017 | 12/2017 |
| University Of Texas At San Antonio | San Antonio | TX | 12/2017 | 04/2018 |
Outside Employment; Insperity LLC; "My Insperity employment is directed by, and for the exclusive benefit of Mesquite Wealth Management and relates to financial planning, investments, and other activities offered through Ameriprise Financial Services, LLC and its affiliated companies".; Manage advisory business; 1314 E Sonterra Blvd. Bldg 4, STE 401, , San Antonio, TX, 78247; Investment-Related; 08/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-21 |
Reach out to this advisor