Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University | Broomfield | CO | 08/2016 | 12/2019 |
| Hollister Co | Broomfield | CO | 11/2017 | 01/2018 |
| Dxl Group | Westminster | CO | 11/2018 | 01/2019 |
| Wealth Strategies | Greenwood Village | CO | 02/2021 | 06/2024 |
| Guardian Life Insurance Company | Broomfield | CO | 02/2021 | 06/2024 |
| Park Avenue Securities | Broomfield | CO | 02/2021 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 11/2024 | Present |
| Unemployed | Broomfield | CO | 12/2019 | 02/2021 |
| Unemployed | Broomfield | CO | 06/2024 | 11/2024 |
| Bank Of America, N.A. | Denver | CO | 01/2025 | Present |
I*3034296 Entity Type: Charitable Name of OBA: Children's Hospital Address: Aurora, Colorado, 80045 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/30/2025 Number of Hours: 3, Weekly Number of Hours during trading: 1.5, Weekly Duties: The purpose of the Young Professional's Board of Children's Hospital in Colorado is to raise funds for the hospital's programs and initiatives, volunteer time and skills to help the patients and families and the build the community's awareness around pediatric health issues. They want to align themselves to help with the hospital's goal of improving the health of children through high-quality patient care, education, research and advocacy. Most of the role is going to be volunteering with the Board to help build community to drive more volunteers to join and help out at the hospital.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
Reach out to this advisor