Best Investors
Account
Sign in
Best Investors
Account
Sign in
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lotusgroup Advisors | Denver | CO | 07/2017 | 04/2024 |
| Fortis Asset Management | Denver | CO | 06/2016 | 05/2017 |
| Lotusgroup Capital, Llc | Denver | CO | 09/2018 | 06/2024 |
| Beacon Peak Partners | Edgewater | CO | 04/2024 | Present |
| Capital Connect Llc | Vero Beach | FL | 07/2026 | Present |
Magnolia Holdings, LLC; not investment related; Edgewater; CO; holding company; managing partner; 50% owner; 04/2026 - present; 0 hrs month; hold all businesses within this company. DBA Beacon Peak Partners; Investment related; Miami Beach, FL; institutional investments; managing partner; 25% owner; 05/2024 - present; 75 hrs month; 50 hrs month; provide consulting services to businesses and seeking direct investments into businesses. Ascendant Federal Partners; investment related; Lewes, DE; provide working lines of credit; managing partner; 16.25% owner; 04/2026 - present; 75 hrs month; 50 hrs month; responsible for corporate strategy, capital markets, and sit on the firm’s investment committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-09 |
Reach out to this advisor