Best Investors
Account
Sign in
Best Investors
Account
Sign in
Estero, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
| FL | RA | APPROVED | 2025-04-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Raleigh | NC | 04/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Raleigh | NC | 03/2020 | 07/2024 |
| Momentum Wealth Planning, Llc | Apex | NC | 07/2024 | 04/2025 |
| Momentum Wealth Planning, Llc | Estero | FL | 04/2025 | Present |
Real Estate Ownership; Single Family; 28068 Cavendish Ct #2311, , Bonita Springs, FL, 34135; Investment-Related; 09/24/2021. Other Business Activities; Modern Corinth Ministries; Christian Ministry; 5408 Colonial Oaks DrApex NC 27539, , ** not provided **, N/A, 00000; Not Investment-Related; 12/01/2018; 0 during trading hours; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-07 |
Reach out to this advisor