Best Investors
Account
Sign in
Lone Tree, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 01/2007 | 03/2017 |
| Evercurrent Wealth Management | Highlands Ranch | CO | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 01/2007 | 03/2017 |
| Allstate Insurance Co | Centennial | CO | 06/2017 | 01/2020 |
| Mutual Of Omaha Investor Services | Centennial | CO | 01/2020 | 04/2021 |
| Mutual Of Omaha Insurance Company | Centennial | CO | 01/2020 | 04/2021 |
| American United Life | Greenwood Village | CO | 04/2021 | 02/2023 |
| Oneamerica Securities | Greenwood Village | CO | 05/2021 | 02/2023 |
| Park Avenue Securities | Greenwood Village | CO | 03/2023 | 06/2026 |
| Park Avenue Securities | Lone Tree | CO | 06/2024 | 06/2026 |
1) Insurance Sales. Start date: 05/21/2025, Address: 6455 S. Yosemite Street Suite 425 Greenwood Village, CO 80111, 4 total hours month; 4 during securities trading hours, Investment related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-31 |
Reach out to this advisor