Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-01-30 |
Branch Locations
Middletown, DE • United States
3513 Concord Pike Ste 1000, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wilmington | DE | 02/2025 | Present |
| Trillium Wealth &Partners | Wilmington | DE | 08/2024 | 02/2025 |
| Bessemer Trust Company Of Delaware | Wilmington | DE | 06/2024 | 08/2024 |
| Aramark - Ud Catering | Newark | DE | 09/2021 | 05/2024 |
| Arden Trust Company Of Delaware | Wilmington | DE | 06/2023 | 08/2023 |
| All American Fence | Bear | DE | 06/2021 | 01/2024 |
| Louis L Redding Middle School | Middletown | DE | 08/2014 | 06/2017 |
| Middletown High School | Middletown | DE | 08/2017 | 06/2021 |
Outside Employment; Kimberlee M. O. LLC; Paraplanner - assist advisors; Kimberlee M. O. LLC is the legal entity of the Ameriprise Financial practice I work for. I started working for the legal entity on 2.17.25 and became registered on 1.27.26.; 3513 Concord Pike, Suite 1000, Wilmington, DE, 19803; Investment-Related; 01/27/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
Reach out to this advisor