Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-26 |
| OH | RA | APPROVED | 2023-06-06 |
Branch Locations
25201 Chagrin Blvd Ste 350, Cleveland, OH 44122 • United States
11630 Chillicothe Road Suite 100, Chesterland, OH 44026 • United States
1047 Summit Drive, Middletown, OH 45042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Independence | OH | 08/2017 | 03/2018 |
| Rochester Americans/Manchester Monarchs/Watertown Wolves | Rochester | NY | 05/2016 | 04/2017 |
| Ohio Hockey Project | Cleveland | OH | 06/2012 | 08/2017 |
| Foresters Financial Services | Cleveland | OH | 03/2018 | 06/2019 |
| Foresters Advisory Services | Independence | OH | 04/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 01/2020 |
| Cetera Investment Advisers Llc | Independence | OH | 06/2019 | 01/2020 |
| Cetera Advisor Networks | El Segundo | CA | 01/2020 | 05/2023 |
| Ameriprise Financial Services, Llc | Chesterland | OH | 05/2023 | Present |
Outside Employment; St. Ignatius High School; Assistant Coach; High School Hockey Coach; 1911 West 30th Street, , Cleveland, OH, 44113; Not Investment-Related; 11/01/2023; 10 to 19 hours per month; 0 during trading hours / Certainty of Uncertainty; Employee of legal entity; compensation received from an advisor owned entity established to manage the practice; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 05/31/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
Reach out to this advisor