Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
1711 61St Avenue, Suite 200, Greeley, CO 80634 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1711 61St Avenue, Suite 200, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Greeley | CO | 03/2021 | 02/2025 |
| Jpmorgan Chase | Loveland | CO | 01/2014 | 05/2017 |
| Premier Mortgage Group/Cherry Creek Mortgage | Fort Collins | CO | 06/2017 | 09/2019 |
| Great Western Bank | Longmont | CO | 09/2019 | 02/2021 |
| Lpl Financial Llc | Greeley | CO | 02/2025 | Present |
1 - 01/2025 - Legacy Premier Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 2 Hours/Month - 0.5 Hour During Trading - At reported business location(s). 2 - 01/2025 - Notary - Inv Related - 0.5 Hour/Month - 0.05 Hour During Trading - CO 80634 - OBA Start Date: 01/01/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-05 |
Reach out to this advisor