Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-02-25 |
| CO | RA | APPROVED | 2026-02-23 |
Branch Locations
9800 Mount Pyramid Court Suite 4000, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Department Of Homeland Security | Centennial | CO | 12/2015 | 10/2024 |
| New York Life | Denver | CO | 09/2024 | 02/2026 |
| Nylife Securities Llc | Denver | CO | 01/2025 | 02/2026 |
| Eagle Strategies Llc | Denver | CO | 10/2025 | 02/2026 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 02/2026 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CRESTMARK WEALTH GROUP | POSITION HELD: AGENT | ADDRESS: 7141 WINDWOOD WAY, PARKER, CO 80134 | START DATE: 02/11/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-04 |
Reach out to this advisor