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Harvard, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-27 |
Branch Locations
Harvard, MA • United States
Littleton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Glen Ellyn | IL | 08/2016 | 08/2018 |
| Homemaker | Denver | CO | 08/2018 | 04/2020 |
| Be Your Best Financial, Llc | Littleton | CO | 04/2020 | Present |
| Morton Financial Advice Llc | Harvard | MA | 08/2026 | Present |
1.) Be Your Best Financial; Investment Related; Littleton, CO; Registered Investment Adviser; Owner/Manager/Chief Compliance Officer; Start Date 03/2020; Approximately 80 hours/month with the majority during trading hours. 2.) Morton Financial Advice LLC; Investment Related; Harvard, MA; Registered Investment Adviser; Lead Financial Advisor; Start Date 08/2026; Approximately 80 hours/month with the majority during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-05 |
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