Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2024-05-17 |
Branch Locations
7222 Commerce Center Dr Suite 108, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Colorado Springs | CO | 02/2007 | 07/2023 |
| Silver Oak Securities | Jackson | TN | 03/2024 | 05/2024 |
| Ejc Insurance & Financial | Colorado Springs | CO | 09/2023 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | Present |
| Everoak Wealth Co | Colorado Springs | CO | 05/2024 | Present |
1. NAME OF OTHER BUSINESS: EVEROAK WEALTH CO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OFFERING FINANCIAL ADVISE TO NEW AND EXISTING CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-01 |
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