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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2018-11-12 |
Branch Locations
122 E 42Nd St Ste 2215, New York, NY 10168 • United States
East Hampton, NY • United States
New York, NY • 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. | New York | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 03/2020 | Present |
Independent Insurance Brokering; Petersen International; 01/29/2024; Disability Income. Business Ownership; Advisors on Lex; manage cash flow; A business set up so that we as advisors are able to get a lease for our office space; 122 East 42nd Street, , New York, NY, 10168; Not Investment-Related; 08/01/2006; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Certainty of the Uncertainty, LLC; Contractor of the legal entity; 1099 Contractor; 1174 Veterans Memorial Highway, , Happauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
Reach out to this advisor