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_RES | 2026-08-28 |
| MN | RA | APPROVED | 2021-09-10 |
| WI | RA | APPROVED | 2021-09-10 |
Branch Locations
7601 France Ave S Ste 300, Edina, MN 55435-5999 • United States
Farmington, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergence Financial Llc | Columbia | MO | 08/2020 | 05/2021 |
| Block Advisors | Apple Valley | MN | 01/2015 | 06/2019 |
| Convergence Tax Solutions, Llc | Apple Valley | MN | 06/2019 | 05/2021 |
| Ameriprise Financial Services, Llc | Edina | MN | 09/2021 | Present |
| Fairlie Tax Advising | Lakeville | MN | 06/2019 | Present |
Business Ownership; Stephanie Fairlie Tax; Tax preparation and planningall business operations; Tax Preparation; 16947 Festal Ave, , Farmington, MN, 55024; Not Investment-Related; 05/03/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Stephanie Fairlie Tax; Owner - Tax preparation and planningall business operations; ; 16947 Festal Ave, , Farmington, MN, 55024; Not Investment-Related; 05/03/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
Reach out to this advisor