Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-09 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
97 Main Street W 103, Edwards, CO 81632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Avon | CO | 08/2001 | 09/2023 |
| Bfc Planning, Inc. | Edwards | CO | 02/2024 | Present |
| 1St & Main Investment Advisors | Edwards | CO | 02/2024 | Present |
| Amerihome | Eagle | CO | 01/2024 | Present |
| Unemployed | Eagle | CO | 09/2023 | 12/2023 |
1. 1st & Main Investment Advisors- Y- Edwards, CO- Investment advisory business- IAR- 02/2024- 160- 160- Advisory accounts and financial planning. 2. Vail Resorts- N- Broomfield, CO- Ski Valet at Arrowhead Alpine Club-11/2019- 5- 0- Customer service and ski storage for club members. 3. Vail Valley Advisorys- Y- Edwards, CO- IAR business- 02/2024- 160- 160- Holding company for investment activities. 4. Fondue at Home- N- Avon, CO- Delivery/customer service- 02/2024- 16- 0- Delivery and set up for client meals. 5. Amerihome- N- Thousand Oaks, CA- Mortgage Loan Officer- 01/2024- 40- 20- Banking Mortgage Loan Origination.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
Reach out to this advisor