Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-24 |
| TX | RA | APPROVED | 2012-02-01 |
| IL | RA | APPROVED | 2009-10-05 |
Branch Locations
540 W Northwest Hwy Ste E100, Barrington, IL 60010-3051 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Zurich | IL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Lake Zurich | IL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Barrington | IL | 03/2020 | Present |
Board of Directors; winding cypress bocce board; commissioner; 7180 winding cypress dr, , naples, FL, 34114; Not Investment-Related; 11/15/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; winding cypress shady palm committee; The committee is a voulunter based of residences that live here. We are not affiliated with the HOA. We do make recommendations to the restaurants to the HOA who makes the final decisions. We report to one member of the HOAA board who is our liason to the board. He then reports to the board and they decide what to do.. Topics include hours of operation, food we serve, drinks served, prices of food charged, activities of bands and when they play. Our recommendations go the the HOA board who makes the final decisions. No one of the HOA board is a client of mine.; 7180 winding cypress drive, , naples, FL, 34114; Not Investment-Related; 05/13/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
Reach out to this advisor