Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
12245 N. Pecos Street Suite 100, Westminster, CO 80234 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2012 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2013 | 01/2025 |
| Concurrent Investment Advisors D/B/A Valenta Capital Management | Westminster | CO | 01/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2025 | Present |
1.) Concurrent Investment Advisors d/b/a Valenta Capital Management. Investment Related. At Registered Location. RIA. IAR. 1/2025. 160.160. Investment Advisor. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 1/2025. 40. 40. Provide insurance advice based on the needs of client(s). 3.) CV Capital Group. Non-Investment Related. 12245 North Pecos Street Westminster CO, 80234. Operating LLC. Owner. 7/2021. 5. 0. This is an LLC that was established for payroll. 4.) Colby J Valenta. Non-Investment Related. 16296 Mount Mestas Way Broomfield CO, 80023. DBA for Insurance business. Agent. 7/2021. 20. 20. DBA I utilized as an individual life insurance agent licensed in the state of Colorado
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-09 |
Reach out to this advisor