Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-08 |
Branch Locations
8241 S. Continental Divide Road, Littleton, CO 80127 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Marketing | Littleton | CO | 12/2015 | 08/2017 |
| Cherry Creek Country Club | Aurora | CO | 06/2019 | 08/2019 |
| Northwestern Mutual | Englewood | CO | 03/2020 | 02/2022 |
| Colorado State University | Fort Collins | CO | 08/2017 | 12/2021 |
| Penn Mutual | Horsham | PA | 10/2023 | Present |
| Cedrus Llc | Littleton | CO | 05/2024 | 12/2024 |
| Cherry Creek Country Club | Aurora | CO | 06/2018 | 08/2018 |
| Syed Financial Group | Littleton | CO | 02/2022 | 10/2023 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1.) Penn Mutual; Investment Related; 600 Dresher Road, Horsham, PA 19044; Placing life insurance policies; Insurance Agent Representative; Quoting life insurance policies when appropriate for clients; Start date: 10/2023; Approximately 1 hour a month is spent on this activity with all time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
Reach out to this advisor