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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-11 |
| ID | RA | APPROVED | 2016-05-26 |
| AK | RA | APPROVED | 2014-10-06 |
| TX | RA | APPROVED_RES | 2007-11-12 |
| WA | RA | APPROVED | 1987-01-01 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
1211 Michigan St Ste A, Sandpoint, ID 83864 • United States
Maple Valley, WA • United States
Burien, WA • 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. | Seattle | WA | 06/1986 | 03/2020 |
| Ameriprise Financial Service, Llc | Renton | WA | 07/1986 | Present |
Real Estate Ownership; Commercial; 126 Wells Ave S Renton, WA 98057, ,; ; 05/01/2005 / Commercial; 2201 Jordan Ave. Juneau, AK 99801, ,; Not Investment-Related; 11/01/2014 / Commercial; 2050 Sea Level Drive #5, , Ketchikan, AK, 99901; Not Investment-Related; 10/01/2020. Business Ownership; JKH Property Management; ; This company owns the commercial real estate that my office resides in and leases the space to my financial planning practice; 22217 255th Ave SE Maple Valley, WA 98038, ,; ; 11/01/2003; 1 to 9 hours per month; / Trustpoint Services LLC; ; LLC to pay business expenses; 126 Wells Ave S.Renton, WA 98057, ,; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / ProSync Insurance Services, LLC; Owner; Agency to sell individual or group health, Medicare or other types of group coverage; 126 Wells Ave S Renton, WA 98057, ,; Investment-Related; 04/26/2018; 1 to 9 hours per month; 1 to 9 during trading hours / TPE Holdings, LLC; Managing Member; LLC that holds ownership; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; Trustpoint Services LLC; Employee, Owner -; for payroll expenses; 126 Wells Ave S Renton, WA 98057, ,; Not Investment-Related; 01/01/2014; 60 hours per month; 20 to 39 during trading hours / Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave SE, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-10 |
Reach out to this advisor