Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 06/2013 | 03/2017 |
| Jp Morgan Invest Holdings Llc | Chicago | IL | 01/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 08/2018 | 06/2026 |
| Farmer & Betts | Chicago | IL | 05/2017 | 07/2018 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
| S66 | Uniform Combined State Law Examination | 2011-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-13 |
Reach out to this advisor