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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2011-06-29 |
| NJ | RA | APPROVED | 2011-05-04 |
Branch Locations
399 Knollwood Rd Ste 212, White Plains, NY 10603 • United States
250 Pehle Ave Ste 500 Park 80 West, Plaza Two, Saddle Brook, NJ 07663 • United States
832 Mclean Ave, Yonkers, NY 10704 • United States
Brookfield, CT • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Yonkers | NY | 04/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | White Plains | NY | 03/2020 | Present |
Independent Insurance Brokering; American General; 03/08/2012; Term Life / New York Life; 04/30/2011; / Western National; 07/13/2011; / Guardian Life; 12/20/2018; / United Healthcare; 09/18/2017; . Business Ownership; RAR & JDB Corp; ; established to manage practice pay staff and expenses.; 832 McLean AvenueYonkers, NY 10704, ,; ; 04/29/2011; 1 to 9 hours per month; . Board of Directors; Yonkers Chamber of Commerce; DIrector; 55 Main St 2nd floorYonkers, NY 10701, ,; ; 01/25/2013; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-10 |
Reach out to this advisor