Best Investors
Account
Sign in
4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-20 |
Branch Locations
4582 S Ulster St. Suite 1300, Denver, CO 80237 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Grand Junction | CO | 04/2007 | 02/2017 |
| Raymond James Financial Services, Inc. | Grand Junction | CO | 02/2017 | 08/2017 |
| Parkway Wealth Management Group | Grand Junction | CO | 02/2017 | 08/2017 |
| Steiner Insurance | Grand Junction | CO | 04/2007 | 08/2017 |
| Osaic Wealth, Inc. | Grand Junction | CO | 08/2017 | 07/2023 |
| Royal Alliance Associates | Arvada | CO | 08/2017 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2024 | 08/2026 |
| Lpl Finanacial Llc | Grand Junction | CO | 08/2026 | Present |
| Denver Wealth Management, Inc. | Denver | CO | 08/2026 | Present |
1.08/18/2026; Scott Steiner Inc.; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/07/1998; 160hrs/mth; 160hrs during trading 2.08/18/2026; samanded LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 05/17/2021; 10hrs/mth; 10hrs during trading 3.08/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Denver Wealth Management, Inc.; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; 160hrs/mth; 160hrs during trading 4.08/18/2026; Scott Steiner; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/03/1997; 40hrs/mth; 40hrs during trading 5.08/25/2026; (HYBRID) Denver Wealth Management, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/17/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Denver Wealth Management, Inc, an independent investment advisor firm. I started this business activity in 8/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-13 |
Reach out to this advisor