Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-04-06 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Truckee | CA | 01/2021 | 12/2021 |
| Wells Fargo Bank, Na | Truckee | CA | 02/2015 | 12/2021 |
| Tiaa | Denver | CO | 12/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 12/2021 | Present |
(1) ZWART PROPERTIES LLC POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: Home Address, Denver CO 80210, United States DESCRIPTION: Real Estate Investor (2) MONTESSORI ACADEMY OF COLORADO POSITION: Volunteer Member if the finance committee. (total of 6 -8 members) NATURE: I am requesting pre-approval to volunteer on the Finance Committee at my daughter's school MAC Montessori Academy of Colorado. A 501-C3 educational nonprofit institution. Volunteer members participate in opinions for budgeting-development for annual operations. voice approval for budget, tuition, funding and present all financial goals and proposals to the board of directors for future approvals. The committee discusses internal controls and accountability to ensure financial policies and procedures are followed. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 2500 Curtis Street, Denver CO 80205, United States DESCRIPTION: Montessori School Finance Committee Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-17 |
Reach out to this advisor