Best Investors
Account
Sign in
Best Investors
Account
Sign in
426 Belleview Ave. Suite 203, Crested Butte, CO 81224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| CO | RA | APPROVED | 2026-04-02 |
Branch Locations
426 Belleview Ave. Suite 203, Crested Butte, CO 81224 • United States
426 Belleview Ave Ste 203, Crested Butte, CO 81224 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Plano | TX | 11/2011 | 09/2019 |
| Raymond James Financial Services Advisors, Inc. | Crested Blutte | CO | 09/2019 | 09/2025 |
| Raymond James Financial Services, Inc. | Crested Blutte | CO | 09/2019 | 09/2025 |
| Pulliam Family Office | Crested Butte | CO | 09/2019 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 12/2025 | Present |
1.) INSURANCE - 12/1/2025 - 426 Belleview Avenue, Suite 203, Crested Butte, CO 81224 - Agent, Integrate annuity & life insurance into overall financial planning, Invt Rel, Ins business, 2 hrs/mo; 2 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-10 |
Reach out to this advisor