Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| UT | RA | APPROVED | 2020-06-01 |
| CO | RA | APPROVED | 2020-05-29 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2793 Skyline Court, Suite D, Grand Junction, CO 81506 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2012-10-25 |
Branch Locations
2793 Skyline Ct Ste D, Grand Junction, CO 81506 • 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 | 09/2012 | Present |
| Cornerstone Wealth Management, Llc | Grand Junction | CO | 10/2012 | 05/2020 |
| Globl Retirement Partners, Llc | Grand Junction | CO | 05/2020 | Present |
1. 7/30/2012: Insight Financial Solutions, LLC - Non-Variable Insurance DBA - Insight Financial Solutions, LLC - INV REL - At Reported Business Location(s) - Life, health, ltc, disability, fixed annuity - 100% Time Spent 2. 7/28/2016: Insight Financial Solutions - DBA for LPL Business (entity for LPL business) - Insight Financial Solutions - INV REL - At Reported Business Location(s) - Start 09/25/2006 - 1 Hr/Mo; 0 Hours During Securities Trading. 3. 7/25/2017 - Skyline Court Ventures, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 07/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 7/6/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 06/2020. 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. 5. 7/6/2020 - Insight Financial Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 6. 2/4/2021 - DWC Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/01/2021 - 20 Hours Per Month/15 Hours During Securities Trading. 7. 09/13/2021 - Western Slope Advisors, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2021 - 10 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
Reach out to this advisor