Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-05 |
Branch Locations
12325 Oracle Blvd Suite 101, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freeport Mcmoran | Phoenix | AZ | 06/2014 | 07/2021 |
| Wilson And Klenovich Financial | Colorado Springs | CO | 07/2021 | Present |
| Fsc Securities Corporation | Colorado Springs | CO | 09/2021 | 09/2023 |
| Commonwealth Financial Network | San Diego | CA | 09/2023 | Present |
| Motivus Wealth Management | Colorado Springs | CO | 09/2023 | Present |
1. Fixed insurance sales; as of 2/12/2024; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Wilson Financial Solutions Inc.; as of 01/15/2022; 10% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
Reach out to this advisor