Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-25 |
Branch Locations
85 Civic Center Plaza Ste 100, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 06/2022 | Present |
| State University Of New York At Plattsburgh | Plattsburgh | NY | 08/2019 | 05/2023 |
| Our Lady Of Lourdes High School | Poughkeepsie | NY | 09/2016 | 06/2019 |
Business Ownership; Arbor Capital Wealth Advisors; Co-owner; Manage Ameriprise Business; 85 Civic Center Plaza, Suite 100, Poughkeepsie, NY, 12601; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Arbor Capital Wealth Advisors; Co-owner; Manage advisory business; 85 Civic Center Plaza, Suite 100, Poughkeepsie, NY, 12601; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
Reach out to this advisor