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 |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-11 |
Branch Locations
11675 Jollyville Rd Ste 200, Austin, TX 78759-3939 • United States
Leander, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 05/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | Present |
Board of Directors; Sterling Athletic Booster Board; Treasurer; 12800 Angel Side Drive, , Leander, TX, 78641; Not Investment-Related; 08/08/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Pathsage LLC; Financial Advisor; This is an LLC with which payroll is administered for an Ameriprise Financial practice.; 11675 Jollyville Rd, Suite 200, Abbotsford, TX, 78759; Investment-Related; 06/15/2015; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
Reach out to this advisor