Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-23 |
| CO | RA | APPROVED | 2022-08-04 |
Branch Locations
4600 South Ulster St. Suite 1050, Denver, CO 80237 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds | Centennial | CO | 11/2015 | 05/2019 |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 11/2020 |
| Unemployed | Denver | CO | 11/2020 | 03/2021 |
| Triad Advisors | Norcross | GA | 03/2021 | 07/2022 |
| Alera Investment Advisors, Llc | Greenwood Village | CO | 03/2021 | 07/2022 |
| Gcg Financial, Llc | Greenwood Village | CO | 03/2021 | 07/2022 |
| Mecer Global Advisors Inc. | Denver | CO | 08/2022 | 09/2023 |
| Mercer Global Advisors Inc. | Denver | CO | 09/2023 | 01/2026 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-12 |
Reach out to this advisor