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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
2001 Timberloch Pl, Ste 500, Spring, TX 77380-1375 • United States
506 W Jones St, Savannah, GA 31401-3114 • United States
Spring, TX • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Phoenix | AZ | 08/2010 | 09/2023 |
| Osaic Wealth, Inc. | Spring | TX | 09/2023 | 04/2024 |
| Ameriprise Financial Services, Llc | Spring | TX | 04/2024 | Present |
Real Estate Ownership; Single Family; 2610 Athis St., , New Orleans, LA, 70122; Investment-Related; 05/21/2021 / Single Family; 1911 Whitemarsh Way, , Savannah, GA, 31410; Not Investment-Related; 05/15/2021. Independent Insurance Brokering; Corebridge; 07/01/2010; Disability Income, Whole Life, Fixed Annuity, Group, Term Life, Health, Universal Life. Business Ownership; Mint Private Client Group Pllc; Owner; Manage Ameriprise Business; 2001 Timberloch Pl, Suite 500, Spring, TX, 77380; Not Investment-Related; 07/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Westwood Magnolia Improvement District; Director; 32935 Tamina RD #104, , Magnolia , TX, 77354; Not Investment-Related; 07/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Mint Private Client Group Pllc.; Owner; Manage advisory business; 2001 Timberloch Pl, , Spring, TX, 77380; Investment-Related; 01/01/2012; 40 to 59 hours per month; 20 to 39 during trading hours. Other Business Activities; Expert Witness; Present Valu e Calculations for Structured Settlement Transfers; 2001 Timberloch Pl, Suite 500, Spring, TX, 77380; Not Investment-Related; 07/01/2012; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-20 |
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