Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| WA | RA | APPROVED | 2022-06-07 |
Branch Locations
1333 Stewart St Ste 1, Seattle, WA 98109 • United States
Kent, WA • United States
3 disclosure categories 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. | Sun City | AZ | 08/2001 | 03/2022 |
| Ameriprise Financial Services, Llc | Seattle | WA | 04/2022 | Present |
Outside Employment; Wealthbridge Advisors Inc; Financial Advisor; Manage advisory business; 5000 Meadows Rd, Ste 450, Lake Oswego, OR, 97035; Investment-Related; 04/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-19 |
Reach out to this advisor