Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Erie | PA | 03/2014 | 03/2019 |
| Cco Investment Services | Erie | PA | 03/2014 | 03/2019 |
| Securities America, Inc. | Erie | PA | 03/2019 | 06/2024 |
| Securities America Advisors, Inc. | Erie | PA | 03/2019 | 06/2024 |
| Ameriprise Financial Services, Llc | Erie | PA | 11/2025 | Present |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | 11/2025 |
Board of Directors; Meals on Wheels; Secretary; 4408 Peach Street, , Erie, PA, 16509; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-06 |
Reach out to this advisor