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 | 2025-01-07 |
| PA | RA | APPROVED | 2023-10-11 |
Branch Locations
224 St Charles Way Suite 150, York, PA 17402-4670 • United States
Dover, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West York Area High School | York | PA | 07/2014 | 05/2018 |
| Juniata College | Huntingdon | PA | 08/2018 | 05/2022 |
| Juniata College | Huntingdon | PA | 02/2021 | 05/2021 |
| Juniata College | Huntingdon | PA | 02/2022 | 05/2022 |
| Enterprise Rent-A-Car | York | PA | 06/2022 | 05/2023 |
| Unemployed | York | PA | 06/2018 | 08/2018 |
| Quo Vadimus Llc | York | PA | 05/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | York | PA | 12/2023 | Present |
Board of Directors; Golden Connections Community Center; Board Member; 20C Gothan Place , , Red Lion , PA, 17356; Not Investment-Related; 01/21/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Quo Vadimus LLC; Associate Financial Advisor; Compensation received from an advisor owned entity established to manage the practice.; 224 Saint Charles Way, Unit 150, York, PA, 17402; Investment-Related; 05/09/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
Reach out to this advisor