Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED_RES | 2025-05-08 |
| DE | RA | APPROVED | 2014-12-19 |
| PA | RA | APPROVED | 2014-12-19 |
Branch Locations
2611 Keystone Rd Ste B2, Tarpon Springs, FL 34688 • United States
1813 Marsh Rd Suite H, Wilmington, DE 19810-4544 • United States
Havertown , PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wilmington | DE | 12/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 03/2020 | Present |
Business Ownership; 1309 Group, Inc.; Owner; Manage Ameriprise Business; 1813 Marsh Road, Suite H, Wilmington, DE, 19810; Investment-Related; 10/03/2025; 60 hours per month; 60 during trading hours. Outside Employment; 1309 Group, Inc.; Owner; Manage advisory business; 1813 Marsh Road, Suite H, Wilmington, DE, 19810; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
Reach out to this advisor