Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| CO | RA | APPROVED | 2025-02-20 |
Branch Locations
12325 Oracle Blvd. Suite 121, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 12/2017 | 02/2019 |
| Rt Course Wealth Management | Colorado Springs | CO | 05/2015 | 11/2017 |
| Wilklow & Associates, Cpa P.C. | Colorado Springs | CO | 12/2016 | 05/2017 |
| Barnes & Noble | Colorado Springs | CO | 10/2016 | 12/2016 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 06/2015 | 12/2016 |
| Concourse Financial Group Securities Inc | Colorado Springs | CO | 05/2019 | 02/2025 |
| (Dba) Rt Course Wealth Management | Colorado Springs | CO | 04/2019 | Present |
| Cetera Wealth Services, Llc | Colorado Springs | CO | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
RT COURSE WEALTH MANAGEMENT LLC; Investment Related; 12325 Oracle Blvd Ste 121, Colorado Springs, CO 80921; Financial Services; Administrative Assistant; Start Date 05/2019; 10 hours per month with those 10 hours occurring during trading hours; Answering phone calls, data entry, calendar management, and para-planner duties as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
Reach out to this advisor