Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1551 N. Ogden St, Denver, CO 80218 • 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 |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 04/2004 | 12/2025 |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Denver | CO | 12/2025 | 07/2026 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | 07/2026 |
| Kestra Investment Services, Llc | Denver | CO | 07/2026 | Present |
| Kestra Advisory Services, Llc | Denver | CO | 07/2026 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: TEAM DUNCAN FINANCIAL POSITION: Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2026 ADDRESS: 1551 Ogden Street, Denver CO 80218, United States DESCRIPTION: Acting as a Registered Rep Name: RESIDENTIAL REAL ESTATE POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1365 Clayton, Denver CO 80206, United States DESCRIPTION: manage rental property Name: CANDLELIGHT CAPITAL, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1368 Gaylord, Denver CO 80206, United States DESCRIPTION: manage rental property Name: FRISCO CHALET, LLC. POSITION: member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1368 Gaylord, Denver CO 80206, United States DESCRIPTION: I have a rental managment company manage this STR property. Name: CANDLELIGHT VENTURES, INC. POSITION: Officer NATURE: SCorp formed for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1368 Gaylord, Denver CO 80206, United States DESCRIPTION: some recordkeeping and tax prep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
Reach out to this advisor