Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| CO | RA | APPROVED | 2011-11-18 |
Branch Locations
14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Golden | CO | 11/2011 | Present |
1. 8/6/2012: NON-VARIABLE INSURANCE - SELLING FIXED INSURANCE UNDER MY CURRENT TITLE AND DBA, COLORADO FINANCIAL PARTNERS, LLC. - TIME SPENT 15% - GOLDEN CO 2. 4/12/2017 - JJ Insurance - Investment Related - At Reported Business Location(s) - 880 Buchtel Blvd, Denver, CO 80210 - Non-Variable Insurance - Agent - Started 04/01/2017 - 10 Hours Per Month/2 Hours During Securities Trading. 3. 6/22/2017 - Colorado Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/18/2011 - 160 Hours Per Month/80 Hours During Securities Trading. 4. 02/20/2026 - Integrity Wealth Strategies LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/22/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-07 |
Reach out to this advisor