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 | 2019-07-18 |
| CA | RA | APPROVED | 2015-07-27 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
470 Nevada St Ste 200, Auburn, CA 95603-3752 • United States
Auburn, CA • 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. | Auburn | CA | 07/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Auburn | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 23874 Lakeview court Auburn, CA 95602, ,; Investment-Related; 07/01/2004 / Single Family; 3808 Voltaire Ave, Memphis, TN 38128, ,; Investment-Related; 05/02/2016 / Single Family; 4534 Trout Valley Dr, Memphis, TN 38141, ,; Investment-Related; 05/03/2016 / Single Family; 5282 Haleville, Memphis, TN 38116, ,; Investment-Related; 09/14/2016 / Single Family; 4510 Villawood Drive, Memphis, TN, ,; Investment-Related; 07/05/2017 / Single Family; 2319 Lakewood Drive, , Jackson, MS, 39212; Not Investment-Related; 04/30/2018. Business Ownership; 360 Vision Travel LLC; Name on business. Not active in the business. ; Business with wife to purchase residential rental properties and residential flipping and wife's travel business. ; 12549 Lakeshore N, , Auburn, CA, 95602; Not Investment-Related; 03/29/2016; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Boys and Girls Club of Placer County; Board Member; 679 Lincoln Way, , Auburn, CA, 95603; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / Gold Country Foundation; Secretary; 11768 Atwood Rd # 21, , Auburn, CA, 95603; Investment-Related; 06/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; AFLAC; Offer clients Supplement Insurance for individuals and groups: such as accident, cancer, dental, critical care, short-term disability, etc.; 470 Nevada Street,Auburn, CA 95602, ,; Not Investment-Related; 09/12/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-10 |
Reach out to this advisor