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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-02 |
| TX | RA | APPROVED | 2019-11-29 |
Branch Locations
5001 California Ave Ste 128, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bakersfield | CA | 08/2012 | 11/2019 |
| Ameriprise Financial Services, Inc | Bakersfield | CA | 11/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bakersfield | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 161 Horseshoe drive, Unit 19, Mammoth Lakes, CA, 93546; Not Investment-Related; 01/02/2025. Business Ownership; YM & Associates LLC; Investment advice; revenue for income, share office expenses; 5001 California Ave, suite 128, , Bakersfield, CA, 93309; Not Investment-Related; 10/21/2021; 1 to 9 hours per month; 0 during trading hours / LR & Associates, inc; Managing Partner; revenue share for AMPF income; 5001 California Ave, suite 128, , Bakersfield, CA, 93309; Not Investment-Related; 12/20/2021; 1 to 9 hours per month; 0 during trading hours / Tri-Fi Venture Group LLC; Co-owner; Manage Ameriprise Business; 8501 Camino Media, , Bakersfield, CA, 93311; Investment-Related; 07/24/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
Reach out to this advisor