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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-14 |
| SD | RA | APPROVED | 2025-10-03 |
| OH | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chicago | IL | 04/2024 | Present |
| Full-Time Education | Avon | OH | 05/2014 | 05/2018 |
| Full-Time Education | Cleveland | OH | 08/2018 | Present |
Outside Employment; Blue Balloons, LLC; I'm an employee; Manage advisory business; 303 East Wacker Dr, , Chicago, IL, 60601; Investment-Related; 01/01/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-13 |
Reach out to this advisor