Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-10 |
Branch Locations
28371 Dupont Blvd Ste 3 Po Box 1257, Millsboro, DE 19966-1224 • United States
556 South Dupont Blvd Suite G, Milford, DE 19963-1706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach | DE | 07/2017 | 09/2021 |
| Bb&T | Ocean City | MD | 08/2016 | 07/2017 |
| Bank Of America, N.A. | Rehoboth Beach | DE | 11/2018 | 09/2021 |
| Citizens Securities Inc. | Smyrna | DE | 09/2021 | 10/2025 |
| Ameriprise Financial Services Llc | Millsboro | DE | 10/2025 | Present |
Independent Insurance Brokering; Prosperity/USA Life; 10/01/2021; Fixed Annuity. Outside Employment; Guardian Advisors; Associate Advisor; Compensation from franchise advisor's legal entity; 28371 Dupont Blvd., Suite 3, , Millsboro, DE, 19966; Investment-Related; 10/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
Reach out to this advisor