Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-10-21 |
Branch Locations
1200 17Th Street Suite 500, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 01/2019 | 09/2019 |
| Envestnet Inc. | Denver | CO | 06/2007 | 07/2018 |
| Unemployed | Denver | CO | 08/2018 | 12/2018 |
| Bank Of America, N.A. | Denver | CO | 02/2019 | 09/2019 |
| Mercer Global Advisors Inc. | Denver | CO | 09/2019 | 09/2024 |
| Mercer Global Advisors Inc. | Denver | CO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-22 |
Reach out to this advisor