Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-13 |
| OH | RA | APPROVED | 2019-04-10 |
Branch Locations
1925 Newark Granville Rd, Granville, OH 43023 • United States
1500 Lake Shore Dr Ste 450, Columbus, OH 43204-3800 • United States
Upper Arlington, OH • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Worthington | OH | 06/2018 | 03/2020 |
| Lindey's Restaurant & Bar | Columbus | OH | 06/2017 | 06/2018 |
| Skylight Financial Group | Columbus | OH | 05/2017 | 12/2017 |
| Balboa | Grandview | OH | 03/2017 | 06/2017 |
| Northwestern Mutual | Grandview | OH | 01/2017 | 05/2017 |
| Cameron Mitchell Restaurants | Columbus | OH | 12/2014 | 01/2017 |
| The Ohio State University Fisher College Of Business | Columbus | OH | 08/2013 | 12/2017 |
| Ameriprise Financial Services, Llc | Worthington | OH | 03/2020 | Present |
Business Ownership; Frostbridge, LLC; Capital contributions and investment property analysis; Real estate investing and property management; 651 N. Broad St., Suite 206, , Middletown, DE, 19709; Not Investment-Related; 06/15/2020; 1 to 9 hours per month; 0 during trading hours / Statesman Holdings LLC; Owner; Manage Ameriprise Business; 100 W OLD WILSON BRIDGE RD, STE 100, WORTHINGTON, OH, 43085; Investment-Related; 12/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours / 1925 NG, LLC; Co-owner; Real Estate; 1925 Newark Granville Rd, , Granville, OH, 43023; Investment-Related; 01/01/2026; 0 hours per month; 0 during trading hours. Outside Employment; 123115, LLC; Employee - Being an employee; ; 100 Old Wilson Bridge Rd, Ste 100, , Worthington, OH, 43085; Investment-Related; 10/01/2021; 60 hours per month; 60 during trading hours / Statesman Holdings LLC; Owner; Manage advisory business; 100 W OLD WILSON BRIDGE RD, STE 100, WORTHINGTON, OH, 43085; Investment-Related; 12/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
Reach out to this advisor