Best Investors
Account
Sign in
Best Investors
Account
Sign in
44 Cook Street Suite 100, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-06 |
| CO | RA | APPROVED | 2019-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennedy Financial Planning, Llc | Denver | CO | 09/2013 | 03/2019 |
| Impactfolio Llc | Denver | CO | 02/2019 | Present |
Rebecca & her husband Jim Kennedy own rental properties. This business is not investment related. The initial purchase of the rental properties started in 2014. Rebecca spends approximately 10 hours per month managing the rental property business with 1 hour per month during securities trading hours. The duties involve maintaining the properties, managing the financial books, executing leases, and collecting rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
Reach out to this advisor