Best Investors
Account
Sign in
506 East Mulberry St, Fort Collins, CO 80524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| NC | RA | APPROVED | 2019-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Durham | NC | 08/2016 | Present |
| Bank Of America, N.A. | Durham | NC | 10/2016 | Present |
| Jim Saulnier & Associates, Llc | Fort Collins | CO | 08/2019 | Present |
| Jim Saulnier & Associates | Fort Collins | CO | 05/2019 | Present |
| Na | Na | NC | 09/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Durham | NC | 08/2016 | 09/2017 |
Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
Reach out to this advisor