Best Investors
Account
Sign in
Best Investors
Account
Sign in
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2018-04-25 |
| CO | RA | APPROVED | 2018-03-21 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
2615 Main Ave, Durango, CO 81301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Capital | Durango | CO | 12/2002 | Present |
| Oxford Asset Management | Durango | CO | 01/2006 | 03/2018 |
| Dynamic Wealth Advisors Dba Oxford Financial Planners | Scottsdale | AZ | 03/2018 | Present |
1.) PEASE FINANCIAL SERVICES, PLLC., INDEPENDENT INSURANCE SALES, COMMENCED 5/2003, CORP, 25% TIME SPENT, 100% OWNERSHIP, AGENT/ACTIVE OWNER , THIS ACTIVITY IS INVESTMENT RELATED. 2.) EMPLOYEE AT MOUNTAIN CAPITAL SKI RESORT AS KIDS SKI INSTRUCTOR ON WEEKEND 3.) SITS ON THE BOARD OF DIRECTORS OF THE LA PLATA OPEN SPACE CONSERVANCY - NON PROFIT SINCE 2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-31 |
Reach out to this advisor