Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-24 |
| DE | RA | APPROVED | 2026-03-19 |
| PA | RA | APPROVED | 2026-03-19 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
67 Park Place East Suite 700, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Morristown | NJ | 03/2026 | Present |
| Rfg Advisory | Vestavia Hills | AL | 03/2024 | 12/2025 |
| Cais | New York | NY | 08/2020 | 03/2024 |
| Hightower Advisors | New York | NY | 09/2018 | 03/2021 |
| Private Advisors Group | Morristown | NJ | 09/2011 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-01 |
| S66 | Uniform Combined State Law Examination | 2002-06-04 |
Reach out to this advisor