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_RES | 2025-01-03 |
| NH | RA | APPROVED | 2018-08-24 |
| CT | RA | APPROVED | 2012-12-21 |
Branch Locations
8 Lowell Rd, West Hartford, CT 06119 • United States
Middleton, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | West Hartford | CT | 10/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | West Hartford | CT | 03/2020 | Present |
Real Estate Ownership; Single Family; 57 Lakeshore Dr, , Middleton, NH, 03887; Not Investment-Related; 12/01/2018. Outside Employment; Common Sense Holdings LLC; Financial Advisor - AFA for Ameriprise team practice (Stepping Stone Wealth); Manage advisory business; 8 Lowell Rd., , West Hartford, CT, 06119; Investment-Related; 01/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Selling Produce; Selling eggs, vegetables, fruit, etc... from home garden/ flock.; 57 Lakeshore Dr, , Middleton, NH, 03887; Not Investment-Related; 10/16/2023; 1 to 9 hours per month; 0 during trading hours / Helping Neighbors; Miscellaneous tasks including snow shoveling, pet sitting, house sitting, etc...; 57 Lakeshore Dr, , Middleton, NH, 03887; Not Investment-Related; 03/07/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
Reach out to this advisor