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 | 2017-09-06 |
| NJ | RA | APPROVED | 2008-08-07 |
| PA | RA | APPROVED | 2003-07-31 |
Branch Locations
19 Waterford Dr Ste A, Mechanicsburg, PA 17050-8266 • United States
2025 E Market St, York, PA 17402-2843 • United States
400 3Rd Ave Ste 309, Kingston, PA 18704 • United States
Lewisberry, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mineola | NY | 06/1982 | 03/2020 |
| Ameriprise Financial Services, Llc | Camp Hill | PA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 501 TRIMMER DRIVE, , LEWISBERRY, PA, 17339; Not Investment-Related; 01/02/2013. Business Ownership; Vista Del Surf; part owner; vacation home; 501 TRIMMER DRIVE, , LEWISBERRY, PA, 17339; Not Investment-Related; 08/19/2013; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; fpa of central pa.; board member; 2868 BARK HILL RD., , YORK, PA, 17404; Not Investment-Related; 08/26/2013; 1 to 9 hours per month; 1 to 9 during trading hours / BOARD OF TRUSTEES OF ALFRED UNIVERSITY; MEMBER-BOARD OF TRUSTEES; 1 SAXON DRIVE, , ALFRED, NY, 14802; Not Investment-Related; 07/01/2026; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; HOMES FOR OUR TROOPS; PRO BONO FINANCIAL PLANNING; 6 MAIN ST., , TAUNTON, MA, 02780-2733; Investment-Related; 06/21/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
Reach out to this advisor