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 | 2025-08-29 |
| NH | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Concord | NH | 10/2022 | Present |
| Westwood Public Schools | Westwood | MA | 01/2017 | 10/2022 |
| Phillips Healthcare | Andover | MA | 03/2003 | 12/2016 |
Outside Employment; Lakes Region Development; Financial Advisor - Provide client service and administrative support for Ameriprise Financial Practice; 210 Rumford Street, Concord, NH 03301; Investment-Related; 07/01/2024; 60 Trading Hours; 60 Hours Per Month.; Manage advisory business; 210 Rumford Street, , Concord, NH, 03301; Investment-Related; 08/20/2025; 60 hours per month; 60 during trading hours / Velocity Tax Planning; Complete tax returns for clients who sign appropriate disclosures and dual authorization.; Tax Preparation; 210 Rumford Street, , Concord, NH, 03301; Not Investment-Related; 10/24/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
Reach out to this advisor