Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-28 |
| WV | RA | APPROVED | 1998-01-01 |
Branch Locations
330 Association Dr, Charleston, WV 25311 • United States
3001 Murdoch Ave, Parkersburg, WV 26101 • 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. | Charleston | WV | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | WV | 03/2020 | Present |
Business Ownership; M2 Partners, LLC; 50% owner and manager; LLC for purposes of office building ownership; 330 Association Drive, , Charleston, WV, 25311; Not Investment-Related; 10/07/2008; 1 to 9 hours per month; 1 to 9 during trading hours / M1 Partners, LLC; Owner; Property ownership of this building and the parking lot.; 3001 Murdoch Avenue, , Parkersburg, WV, 26101; Not Investment-Related; 12/16/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; University of Charleston Financial Planning Advisory Committee; The Committee is comprised of 12-15 volunteer members who represent a variety of professionals representing various constituents in the financial planning and financial literacy community. The committee acts as an advisory group to the Dean and the Director of Financial Planning and Financial Literacy in the administration of the financial planning major in the School of Business & Leadership.; 2300 MacCorkle Avenue SE, , Charleston, WV, 25304; Not Investment-Related; 08/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-15 |
Reach out to this advisor