Best Investors
Account
Sign in
Best Investors
Account
Sign in
1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-12-07 |
Branch Locations
Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 04/2016 | 04/2018 |
| Client One Securities | Leawood | KS | 04/2018 | 11/2018 |
| Allstate Insurance Co | Lone Tree | CO | 11/2018 | 11/2020 |
| T Rowe Price | Colorado Springs | CO | 09/2021 | Present |
| Trailstone Insurance Group | Colorado Springs | CO | 11/2020 | 09/2021 |
Personal Rental Homes; Non-Investment Related; 08/31/2018; 50% owner; Landlord; Rental of two or more properties in Colorado; 2 hours per month; 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
Reach out to this advisor