Best Investors
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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-10-21 |
Branch Locations
1627 K Street Nw Suite 900, Washington, DC 20006-1710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Washington | DC | 01/2007 | 10/2025 |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 10/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2025 |
| Ameriprise Financial Services Llc | Washington | DC | 10/2025 | Present |
Business Ownership; J. Ambler Cusick LLC; Owner; Manage Ameriprise Business; 4301 Massachusetts Ave NW, Apt 7005, Washington DC, DC, 20016; Investment-Related; 06/08/2026; 60 hours per month; 60 during trading hours. Outside Employment; J. Ambler Cusick LLC; Owner; Manage advisory business; 4301 Massachusetts Ave NW, Apt 7005, Washington DC, DC, 20016; Investment-Related; 06/08/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-08 |
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