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 |
|---|---|---|---|
| UT | RA | APPROVED | 2018-12-20 |
Branch Locations
7730 Union Park Ave Ste 300, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Handley And Associates | Salt Lake City | UT | 04/1990 | 04/2018 |
| Centaurus Finanical, Inc. | Anaheim | CA | 03/2012 | 04/2018 |
| Ameriprise Financial Services Inc | Midvale | UT | 05/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Independent Insurance Brokering; University of Utah Healthcare; 07/10/2018; Health / SelectHealth; 07/10/2018; / Regence Blue Cross Blue Shield; 07/10/2018; / Educators Mutual; 07/10/2018; / UHC; 07/10/2018; . Business Ownership; TPE Holdings, LLC; Member; LLC that holds ownership; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; ProSync Insurance Services, LLC; Employee; Manage advisory business; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 10/01/2025; 60 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-05 |
Reach out to this advisor