Best Investors
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Account
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422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
Branch Locations
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-21 |
Branch Locations
15455 Gleneagle Drive #110, Colorado Springs, CO 80921 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Wealth | Colorado Springs | CO | 04/2020 | 01/2026 |
| Florida's Tree Surgeons | Daytona Beach | FL | 04/2019 | 04/2020 |
| International Gamma Phi Beta | Denver | CO | 06/2018 | 04/2019 |
| Student At The University Of Colorado - Boulder | Boulder | CO | 08/2014 | 05/2018 |
| Carson Wealth | Colorado Springs | CO | 01/2026 | 06/2026 |
| Cwm, Llc | Omaha | NE | 01/2026 | 06/2026 |
| Exceptional Wealth Family Office | Colorado Springs | CO | 06/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 03/2022 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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