Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-27 |
| NJ | RA | APPROVED | 2025-02-26 |
Branch Locations
5251 Dtc Parkway, Suite 1045, Greenwood Village, CO 80111 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2014 | 11/2018 |
| Northwestern Mutual Investment Services, Llc | Denver | CO | 09/2011 | 11/2018 |
| Samuel Urso Iii | Denver | CO | 06/2016 | 11/2018 |
| Lpl Financial, Llc | Greenwood Village | CO | 11/2018 | 04/2025 |
| Private Advisor Group, Llc | Greenwood Village | CO | 11/2018 | 08/2022 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Greenwood Village | CO | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-19 |
Reach out to this advisor