Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
| CO | RA | APPROVED | 2026-04-09 |
Branch Locations
3900 S Wadsworth Blvd Ste 207, Lakewood, CO 80235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | Folsom | CA | 01/2026 | Present |
| Iron Point Financial Advisors | Folsom | CA | 05/2025 | Present |
| Grateful Grass Solutions | Denver | CO | 04/2025 | 11/2025 |
| University Of Denver | Denver | CO | 01/2022 | 06/2022 |
| University Of Missouri - Foremost Dairy | Columbia | MO | 10/2019 | 08/2020 |
| Osaic Wealth, Inc. | Folsom | CA | 05/2025 | 01/2026 |
| University Of Denver | Denver | CO | 09/2020 | 06/2024 |
| Unemployed | Denver | CO | 06/2024 | 04/2025 |
| Father Tolton Catholic High School | Columbia | MO | 08/2016 | 05/2020 |
1. NO BUSINESS ENTITY POSITION: Independent Contractor NATURE: One off landscaping job for a friend where compensation of $25 per hour is received. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2026 ADDRESS: 9601 East Iliff Ave APT 1140, Denver CO 80231, United States DESCRIPTION: I will be raking up rocks, mulch, and leaves into separate piles. 2. LIFE AND HEALTH INSURANCE POSITION: Life and Health Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2026 ADDRESS: 3900 S Wadsworth Blvd, Suite 207, Lakewood CO 80235, United States DESCRIPTION: Selling/managing life and health insurance policies for clients in the state of Colorado and California. 3. CORE INCOME ADVISORS POSITION: Financial Advisor NATURE: Core Income Advisors is a BGA that is helping me get appointed to different sponsor companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 05/19/2026 ADDRESS: 5940 Golden Hills Dr, Minneapolis MN 55416, United States DESCRIPTION: Getting appointed to sponsor companies and managing insurance products through Osaic wealth with the help of Core Income Advisors 4. GRATEFUL GRASS SOLUTIONS POSITION: Landscaping Tech NATURE: Landscaping work/ Aeration INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/22/2026 ADDRESS: 2628 S Cimarron St, Aurora CO 80231, United States DESCRIPTION: Aerating Lawns for a local landscaping company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
Reach out to this advisor