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 |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-04 |
Branch Locations
301 W Lancaster Ave, Reading, PA 19607 • United States
Birdsboro, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Shillington | PA | 10/2009 | 09/2020 |
| Ameriprise Financial Services, Llc | Reading | PA | 09/2020 | Present |
Outside Employment; Ashford Wealth Advisors, LLC; Employee; Manage advisory business; 301 W. Lancaster Ave, , Reading, PA, 19607; Investment-Related; 05/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
Reach out to this advisor