Best Investors
Account
Sign in
Best Investors
Account
Sign in
1636 North Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-27 |
Branch Locations
1636 North Logan Street, Denver, CO 80203 • United States
Raleigh, NC • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Houston | TX | 03/2007 | 06/2017 |
| World Capital Brokerage, Inc. | Denver | CO | 05/2019 | 09/2019 |
| Investment Research Corporation | Denver | CO | 05/2019 | 09/2019 |
| Department Of Homeland Security -- Fema | Houston | TX | 09/2017 | 02/2018 |
| United Way Of Greater Houston -- Baker-Ripley | Houston | TX | 03/2018 | 07/2018 |
| Provvidenza & Wright Accountants And Advisors | Pittsford | NY | 07/2018 | 12/2018 |
| Unemployed | Fairport | NY | 01/2019 | 04/2019 |
| World Capital Brokerage, Inc. | Denver | CO | 09/2021 | Present |
| U.S. Department Of The Treasury | Las Vegas | NV | 08/2019 | 07/2023 |
| U.S. Department Of The Treasury | Raleigh | NC | 08/2023 | Present |
1) U.S. DEPARTMENT OF THE TREASURY POSITION: TAX ANALYST; NOT INVESTMENT-RELATED; NUMBER OF HOURS/WEEK: 40; SECURITIES TRADING HOURS/WEEK: 28 DEPARTMENT OF THE TREASURY START DATE: 8/19/2019 2) RALEIGH, NC POSITION: INSURANCE AGENT; DBA: ANDERSON INVESTMENT SERVICES; NON-SECURITIES-RELATED INSURANCE (LIFE AND HEALTH); NOT INVESTMENT-RELATED; NUMBER OF HOURS/WEEK: 2; SECURITIES TRADING HOURS/WEEK: 0 INSURANCE AGENT INITIAL START DATE: 10/12/2007 3) RALEIGH, NC POSITION: SOLE PROPRIETORSHIP; DBA: ANDERSON INVESTMENT SERVICES; SECURITIES AND INSURANCE GUIDANCE AND/OR RECOMMENDATIONS; NUMBER OF HOURS/WEEK: 12; SECURITIES TRADING HOURS/WEEK: 4.5 INSURANCE AGENT INITIAL START DATE: 10/12/2007 4) RALEIGH, NC INVESTMENT RESEARCH CORPORATION; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; TITLE: INVESTMENT ADVISOR REPRESENTATIVE; NUMBER OF HOURS/WEEK: 10; SECURITIES TRADING HOURS/WEEK: 4.5; START DATE: 9/8/2021 5) RALEIGH, NC (various locations) POSITION: SECURITY OFFICER; NUMBER OF HOURS/WEEK: 16; SECURITIES TRADING HOURS/WEEK: 0; START DATE: 5/2/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-08 |
Reach out to this advisor