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 |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-12 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 08/2016 | 12/2021 |
| Ameriprise Financial Services, Llc | Renton | WA | 01/2022 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave SE, , Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-17 |
Reach out to this advisor