Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
8 S Poinsett Hwy, Travelers Rest, SC 29690-1822 • United States
Greenville, SC • United States
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 |
|---|---|---|---|---|
| Raymond James & Associates | Greenville | SC | 06/2005 | 09/2020 |
| Blm Holdings | Taylors | SC | 04/2008 | 09/2020 |
| Ameriprise Financial Services, Llc | Travelers Rest | SC | 09/2020 | Present |
Real Estate Ownership; Commercial; 8 S. Poinsett Hwy, , Travelers Rest, SC, 29690; Investment-Related; 09/04/2020. Independent Insurance Brokering; Symetra Life Insurance Co; 03/18/2015; / Standard Insurance; 10/01/2020; Fixed Annuity. Business Ownership; BLM Holdings LLC; Co signer on property transactions with my wife Brenda; Real Estate Holding; 1916 Roe Ford Rd, , Greenville, SC, 29617; Investment-Related; 09/04/2020; 1 to 9 hours per month; 0 during trading hours / West Wealth Management Inc.; I run our practice through this entity. Pay my staff and expenses.; Consulting; 8 S. Poinsett Hwy, , Travelers Rest, SC, 29690; Investment-Related; 09/04/2020; 40 to 59 hours per month; 40 to 59 during trading hours / JnK Holdings LLC; Manager of operations. I will handle all leases, disbursements and filings, I will account for all expenses, update and manage new lease contracts.; Real Estate; 4730 Lewis Ave, , JnK Holdings LLC, TX, 76065; Investment-Related; 04/10/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Mount Calvary Baptist Church; Elder; 115 Cedar Lane Rd, , Greenville, SC, 29601; Investment-Related; 09/04/2020; 1 to 9 hours per month; 0 during trading hours / Bob Jones University; Trustee; 1700 Wade Hampton Blvd, , Greenville, SC, 29614; Not Investment-Related; 03/29/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Gospel Fellowship Association; Secretary; 1809 Wade Hampton Blvd #110, , Greenville, SC, 29609; Not Investment-Related; 09/04/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; West Wealth Management Inc; CEO - My Ameriprise compensation is paid to this entity to pay overhead cost of the business.; ; 8 S. Poinsett Hwy, , Travelers Rest, SC, 29690; Not Investment-Related; 09/04/2020; 1 to 9 hours per month; 1 to 9 during trading hours / BLM Holdings LLC; Owner; ; 8 S. Poinsett Hwy, , Travelers Rest, SC, 29690; Not Investment-Related; 09/04/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-16 |
Reach out to this advisor