Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Arlington | VA | 01/2008 | 10/2021 |
| Missionsquare Investment Services | Washington | DC | 10/2021 | 06/2023 |
| American United Life | Denver | CO | 06/2023 | 01/2025 |
| Oneamerica Securities | Denver | CO | 07/2023 | 01/2025 |
| Voya Financial Partners, Llc | Denver | CO | 01/2025 | Present |
| Voya | Denver | CO | 01/2025 | Present |
| Rental Property | Arlington | VA | 01/2008 | 05/2026 |
| Rental Property | Arlington | VA | 10/2021 | Present |
Key Blvd Arlington, VA Rental; Not investment related; Key Blvd, Arlington, VA 22201; Rental property; Owner; 10/01/2021 ; 1 hour per month; 0 hours per month during trading hours; ; I use a real estate broker to lease the property. Very rarely I field calls from tentants if something breaks and needs to be fixed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-12 |
Reach out to this advisor