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 | 2021-06-23 |
| FL | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
818 A1A N Ste 301, Ponte Vedra Beach, FL 32082-3298 • United States
St Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ponte Vedra Beach | FL | 08/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 11/2016 | 06/2021 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 06/2021 | Present |
Real Estate Ownership; Single Family; 537 Olympic Circle, , St Augustine, FL, 32092; Not Investment-Related; 09/01/2023. Board of Directors; Jacksonville Business Professionals; guild leader; 6320 st augustine rd, suite 7a, jacksonville, FL, 32217; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / ponte vedra beach division; board member; 100 Southpark Blvd , , st augustine , FL, 32086; Not Investment-Related; 06/01/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Ponte Vedra Beach Rotary Club; attend weekly rotary meetings.; 101 marketside ave, , ponte vedra, FL, 32081; Not Investment-Related; 03/02/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
Reach out to this advisor