Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| CO | RA | APPROVED | 2023-08-21 |
Branch Locations
4845 Pearl East Circle Offices 4, 20, 21 And 23, Boulder, CO 80301 • United States
Westminster, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc | Westlake, Tx | TX | 11/2015 | 12/2016 |
| D.A. Davidson & Co. | Austin | TX | 01/2017 | 06/2017 |
| Kestra Investment Services, Llc | Austin | TX | 10/2018 | 07/2019 |
| Unemployed | Austin | TX | 06/2017 | 06/2018 |
| Infocyte | Austin | TX | 06/2018 | 10/2018 |
| Gwfs Equities, Inc | Greenwood Village | CO | 07/2019 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Westminster | CO | 02/2022 | 07/2023 |
| Wells Fargo Bank, Na | Westminster | CO | 02/2022 | 07/2023 |
| Positivly / Tifin Companies | Boulder | CO | 09/2021 | 11/2021 |
| Tiaa | Boulder | CO | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Boulder | CO | 07/2023 | Present |
PERSONAL RENTAL PROPERTIES POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: Home Address, Westminster CO 80031, United States DESCRIPTION: Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-11 |
Reach out to this advisor