Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1993-03-22 |
Branch Locations
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | Present |
Outside Employment; Insperity, LLC; Full-time employee. I have Financial Advisor responsibilities including client servicing, providing comprehensive financial planning and investment advice to my clients.; Manage advisory business; 1314 E Sonterra Blvd., Building 4, Suite 401, San Antonio, TX, 78258; Investment-Related; 01/01/2022; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-18 |
Reach out to this advisor