Best Investors
Account
Sign in
423 South Cascade Avenue, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-05-22 |
Branch Locations
423 South Cascade Avenue, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Colorado Springs | CO | 04/2007 | 04/2017 |
| Morgan Stanley Smith Barney | Colorado Springs | CO | 06/2009 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2017 | Present |
| Altus Wealth Group, Llc | Colorado Springs | CO | 05/2017 | Present |
1. ALTUS WEALTH GROUP, LLC. Investment Related. At Registered Location. RIA. IAR. 5/2017. 200. 130. Service Clients 2. Community Partnership Family Resource Center. Board Chair. Less that 5% of time during trading hours. 2. Peep Ventures, LLC. Investment Related Business. See Registered Branch Office Location. Commercial rental entity. Managing Partner. 03/11/2022. 1 hour per month; 0 during trading hours. Owning and operating buildings for the purpose of renting to commercial entities. 3. Bethemore Holdings, LLC; Managing Member, Investment Related; See Registered Branch Office Location; Holding Company; Owner; 04/2017; 0 hours/month 4. Bethemore Construction; Managing Member; Non investment related. Less than 5% of his time during trading hours. 5. Pikes Peak Kiwanis Foundation. Investment Related. PO Box 1844. Non-Profit. President. 6/2025. 0. 0. Will Preside over board Meetings. 6. SolidGround. Not Investment Related. 6825 Dauntless Ct Colorado Springs, CO 80919. Non-Profit. Board Member. 5/2025. 1. 0. Board member of a new non-profit exploring the housing needs of Colorado low-income families.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-19 |
Reach out to this advisor