Best Investors
Account
Sign in
Best Investors
Account
Sign in
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-03 |
Branch Locations
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dmk Advisor Group, Inc. Fka Stephen A. Kohn & Associates, Ltd. | Lutz | FL | 04/2014 | 10/2022 |
| Aveo Capital Partners, Llc | Englewood | CO | 04/2014 | 04/2025 |
| Legacy Wealth Partners, Llc | Lakewood | CO | 03/2025 | Present |
~1) 7950 Miller Owner, LLC; Investment-related; Boulder, CO; Nature: a real estate development company; Relationship: <2% owner in limited partnership; Start date: 03/2022; Less than 1 hour/year. ~2) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 05/2014; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities. ~3) Pinery Owner, LLC; Investment-related; Longmont, Colorado; Nature: real estate development; Relationship: Limited Partner, Minority Owner with no active role; Start date: 11/2025; Less than 1 hour/year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
Reach out to this advisor