Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-14 |
| CO | RA | APPROVED | 2019-06-07 |
Branch Locations
1881 9Th Street Suite 250, Boulder, CO 80302 • United States
Niwot, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 07/2008 | 06/2019 |
| Bank Of America, N.A. | Boulder | CO | 06/2011 | 06/2019 |
| Raymond James & Associates | Boulder | CO | 06/2019 | Present |
(1)Name of Business: Indian Peaks Alers Address: 7947 Neva Rd., Niwot, CO, 80503, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping, monitoring and managing club budget.\nI will have no access to funds or accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
Reach out to this advisor