Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-24 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 01/2015 | 07/2017 |
| Unemployed | Batavia | OH | 08/2017 | 02/2018 |
| The Kroger Co. | Cincinnati | OH | 02/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Covington | KY | 04/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 08/2023 | 04/2024 |
| Equity Advisor Solutions | Greenwood Village | CO | 07/2022 | 08/2023 |
| Bank Of America N.A. | Greenwood Village | CO | 11/2023 | 04/2024 |
| Curi Rmb Capital, Llc | Denver | CO | 05/2024 | 09/2025 |
| Unemployed | Aurora | CO | 10/2025 | 03/2026 |
| Transamerica Financial Advisors | Centennial | CO | 04/2026 | Present |
| Wfgia | Centennial | CO | 03/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
Reach out to this advisor