Best Investors
Account
Sign in
5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Communitas Financial Planning Pbc | San Francisco | CA | 05/2025 | Present |
| Brook Haven Middle School | Sebastopol | CA | 09/2023 | 06/2024 |
| Unemployed | Santa Rosa | CA | 08/2024 | 04/2025 |
| Sebastopol Center For The Arts | Sebastopol | CA | 08/2023 | 07/2024 |
| Unemployed | Santa Rosa | CA | 09/2008 | 07/2023 |
| First Affirmative Financial Network, Llc | Colorado Springs | CO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
Reach out to this advisor