Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
| VA | RA | APPROVED | 2020-12-21 |
| TX | RA | APPROVED | 2015-08-14 |
Branch Locations
150 Post St Ste 530, San Franscsco, CA 94108 • United States
214 E College St, Grapevine, TX 76051 • United States
4030 Quarles Ct, Harrisonburg, VA 22801-8716 • United States
Grapevine, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grapevine | TX | 06/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Grapevine | TX | 03/2020 | Present |
Business Ownership; Bluestone Advisors LLC; Particpate for the purposes of paying expenses and rent at our Virginia office; LLC for management of rental expenses; 4030 Quarles Court, , Harrisonburg, VA, 22801; Investment-Related; 02/01/2022; 0 hours per month; 0 during trading hours / ME&ML Enterprises LLC; As co-owner of the LLC I am responsible for using the LLC entity for accounting purposes of shared costs and profits between myself and advisor Marshall Felker.; LLC for business accounting purposes.; 214 E College Street, , Grapevine, TX, 76051; Not Investment-Related; 03/24/2023; 1 to 9 hours per month; 0 during trading hours / Mosbey LLC; Use the LLC as a business entity for when I am the Franchise Advisor; Financial Advice and Investment Management; 214 E College Street, , Grapevine, TX, 76051; Investment-Related; 07/01/2021; 20 to 39 hours per month; 10 to 19 during trading hours. Board of Directors; GRACE Board; Board Member; 837 E. Walnut Street, , Grapevine, TX, 76051; Not Investment-Related; 09/26/2024; 1 to 9 hours per month; 1 to 9 during trading hours / AdvisorHub Advisory Council; Advisory Council Member; 368 Ninth Avenue, 11th Floor, New York, NY, 10001; Not Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Mosbey LLC; Owner; ; 214 E College Street, , Grapevine, TX, 76051; Investment-Related; 01/26/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Sub-lease; Sub-leasing office space; 214 E College Street, , Grapevine, TX, 76051; Not Investment-Related; 02/01/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-28 |
Reach out to this advisor