Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-29 |
Branch Locations
4600 South Ulster Street Suite 1050, Greenwood Village, CO 80237 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2007 | 01/2021 |
| Folio Investments, Inc. | Colorado Springs | CO | 02/2021 | 07/2025 |
| Goldman Sachs | Colorado Springs | CO | 02/2021 | 07/2025 |
| Mercer Global Advisor Inc. | Greenwood Village | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-27 |
Reach out to this advisor