Best Investors
Account
Sign in
Best Investors
Account
Sign in
88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
1201 Dove Street Suite 200, Newport Beach, CA 92660 • United States
208 1St Ave E, Kallispell, MT 59902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kalispell | MT | 07/1998 | 10/2025 |
| Alliance Global Partners | New York | NY | 10/2025 | Present |
1) MONTANA YOUTH SOCCER ASSOCIATION; NON-INVESTMENT RELATED; KALISPELL, MT; NON-PROFIT; SOCCER REF.; START 9/15/19; 8 HR/WK DURING SECURITIES TRADING HOURS; I REFEREE YOUTH SOCCER GAMES. 2) MONTANA OFFICIALS ASSOCIATION; NON-INVESTMENT RELATED; KALISPELL, MT; REFEREE; START 7/6/23; 8 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I REFEREE SOCCER GAMES. 3) Barkus Wealth Management, investment-related, 60 Four Mile Dr., Unit 12, Kalispell, MT 59901, financial advising and account management, Sr. VP, start date 10-21-2025; 40 hrs/month, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
Reach out to this advisor