Best Investors
Account
Sign in
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-22 |
Branch Locations
401 West Mountain Ave Ste 101, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Fort Collins | CO | 07/2010 | Present |
| Girard Securities, Inc. | San Diego | CA | 04/2013 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 08/2020 |
| Lion Street Financial | Fort Collins | CO | 02/2024 | 11/2025 |
| Integrity Alliance, Llc. | Fort Collins | CO | 11/2025 | Present |
1. ETSY RETAIL.; NOT INVESTMENT RELATED; FORT COLLINS, COLORADO; SELLING ESSAYS, CHECKLISTS, AND WORKSHEETS RELATING TO PARENTING AND ORGANIZATION; OWNER.; OWNER; APRIL 2026; 4 HOURS PER MONTH; 0 HOURS DURIING SECURITIES TRADING HOURS; DUTIES INCLUDE SELLING ESSAYS, CHECKLISTS, AND WORKSHEETS RELATING TO PARENTING AND ORGANIZATION. 2. COLORADO NOTARY - SECRETARY OF STATE; NO. NOT INVESTMENT-RELATED ACTIVITY, INCLUDING RAISING CAPITAL OR ISSUING DEBT; FORT COLLINS, CO 80521; NATURE OF THE OTHER BUSINESS: FOLLOWING COLORADO STATE PROTOCOL TO NOTARIZE DOCUMENTS; NOTARY; JULY 2025; 1 HOUR PER MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; NOTARIZE DOCUMENTS IN ACCORDANCE WITH COLORADO STATE NOTARY PROTOCOLS AND REQUIREMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
Reach out to this advisor