Best Investors
Account
Sign in
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-08-10 |
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 |
|---|---|---|---|---|
| T.ROwe Price Investment Services Inc | Colorado Springs | CO | 01/2015 | Present |
Grand Design Capital CO; Non-Investment Related; COO; 12/1/2024; Oversee the daily operations, ensuring efficiency and alignment with strategic goals; Manage performance, financial planning, and process improvements; Family business; 25% ownership; 12 hours per month; 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-23 |
Reach out to this advisor