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 |
|---|---|---|---|
| OK | RA | APPROVED | 2018-10-29 |
| TX | RA | APPROVED_RES | 2018-10-26 |
Branch Locations
5018 E 68Th St Fl 1, Tulsa, OK 74136 • United States
Tulsa, OK • 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2016 | 11/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2016 | 11/2016 |
| Multi-Clean Of Tulsa | Tulsa | OK | 11/2016 | 03/2017 |
| Country Financial | Tulsa | OK | 03/2017 | 09/2017 |
| Allstate Financial Services, Llc | Tulsa | OK | 10/2017 | 10/2018 |
| Ameriprise Financial Services, Inc. | Tulsa | OK | 10/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Tulsa | OK | 03/2020 | Present |
Board of Directors; Lewis Park Townhomes, Inc.; Treasurer; 5552 S Lewis Pl, , Tulsa, OK, 74105; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Lapis Enterprises of Oklahoma, Inc.; Financial Advisor; Legal entity for our Ameriprise Team Practice.; 5018 E 68th St, First Floor, Tulsa, OK, 74136; Investment-Related; 12/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
Reach out to this advisor