Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-05 |
Branch Locations
193 S 27Th Avenue Ste. 300, Brighton, CO 80601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2021 | 04/2022 |
| Malvern Prep | Malvern | PA | 08/2011 | 05/2017 |
| University Of Colorado, Boulder | Boulder | CO | 08/2017 | 05/2021 |
| Tahona Tequila Bistro | Boulder | CO | 06/2019 | 08/2019 |
| Green Mountain Cemetery | Boulder | CO | 05/2019 | 05/2019 |
| Mccausland Inc | Oaks | PA | 05/2018 | 08/2018 |
| Mccausland Inc | Oaks | PA | 06/2020 | 08/2020 |
| Perella Weinberg Partners Lp | Denver | CO | 06/2022 | 12/2022 |
| Pacer Financial, Inc. | Malvern | PA | 01/2023 | 01/2026 |
| Osaic | Brighton | CO | 01/2026 | Present |
1. MUTUAL ASSET CORPORATION POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/02/2026 ADDRESS: 193 S 27th Ave, Suite 300, Brighton CO 80601, United States DESCRIPTION: Performing the duties of a Series 7 licensed RIA advisor 2. JACKSON MCCAUSLAND POSITION: Consultant NATURE: Consulting on the landscape of specialized ETF issuers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2026 ADDRESS: 1920 17th st, apt 320, Denver CO 80202, United States DESCRIPTION: Answering questions with insights relating to publicly available information about the competitive landscape of specialized ETF issuers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
Reach out to this advisor