Best Investors
Account
Sign in
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Edwards | CO | 03/2025 | Present |
| Lpl Financial Llc | Edwards | CO | 02/2025 | 10/2025 |
| Vail Resorts | Keystone | CO | 09/2011 | Present |
| Summit County School District | Frisco | CO | 10/2021 | 03/2022 |
| Unemployed | Keyetsone | CO | 03/2020 | 05/2020 |
1) 02/2025 - Aprisent Financial Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month - 100% Time Spent 2) 02/2025 - Vail Resorts, Inc / Outside/W-2 Employment / Ski Instructor / Inv Related / Start date 02/05/2025 - 6 hrs per month 3) 02/2025 - Land lease / Real Estate Rental / Owner / Inv Related / Silverthorne CO 80498 / Start date 02/05/2025 4)04/07/2025 - Rental Property/ Owner/ Inv Related/ Keystone CO 80435/ 3/1/2025 5) 04/08/2025 - Western Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start date: 02/05/2025 - I provide administrative support to Western Wealth Management, LLC an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
Reach out to this advisor