Best Investors
Account
Sign in
Best Investors
Account
Sign in
2489 W Main Street, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Ridley Park | PA | 07/2014 | 11/2016 |
| M&T Securities | Ridley Park | PA | 03/2015 | 11/2016 |
| Lpl Financial, Llc | Highlands Ranch | CO | 11/2016 | 09/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2017 | 09/2019 |
| Kathmere Capital Management | King Of Prussia | PA | 09/2019 | 01/2020 |
| Vista Private Wealth Partners Llc | Denver | CO | 01/2020 | 07/2025 |
| Summitpoint Capital Management | Littleton | CO | 07/2025 | Present |
1) 12/13/2016 - KATHMERE CAPITAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 12/13/2016 - PHILADELPHIA REDS - BASEBALL CONSULTANT - COACH YOUTH BASEBALL AND HELP RUN CLINICS PERIODICALLY - non-inv rel - start: 1/1/2013 3) 12/13/2016 - Real Estate Rental- Philadelphia, PA - owner, 2 bldgs. - non-inv rel
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-07 |
Reach out to this advisor