Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pcm Encore, Llc | Aspen | CO | 10/2024 | Present |
| Pcm Growth | Aspen | CO | 10/2016 | Present |
| Assurance Iq | Bellevue | WA | 01/2016 | 10/2019 |
| Ontra | Aspen | CO | 07/2021 | Present |
1) Paulus Family Irrevocable Trust - Investment Related - At Reported Business Location - Trust - Co-Trustee - 10/01/2019 - 2 hours/month, 0 during securities trading hours; Trustee for children trust, investing the portfolio. 2) PCM Growth - Investment Related - At Reported Business Location - Private Investment Company - Partner - 10/01/2019 - 15 hours/month, 10 during securities trading hours; Help make investment decisions and help the portfolio companies grow. 3) Ontra - non-investment related - At Reported Business location - software and legal services provider to private equity groups - Board Member - 07/12/2021 - 2 hours/month, 1 during securities trading hours; member of the board of directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
Reach out to this advisor