Best Investors
Account
Sign in
1636 North Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-08 |
Branch Locations
1636 North Logan Street, Denver, CO 80203 • United States
Rancho Mirage, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neilson Advisory Group, Inc | Seattle | WA | 09/1995 | Present |
| Your Seattle Home Team | Seattle | WA | 04/2013 | 04/2018 |
| Horace Mann Investors Inc. | Springfield | IL | 02/2016 | 04/2018 |
| Horace Mann Companies | Springfield | IL | 02/2016 | 04/2018 |
| Massmutual Life Insurance Company | Seattle | WA | 12/2017 | 01/2024 |
| Mml Investors Services, Llc | Seattle | WA | 05/2018 | 01/2024 |
| World Capital Brokerage, Inc. | Denver | CO | 02/2024 | Present |
| Investment Research Corp | Denver | CO | 02/2024 | Present |
(1)NAME: NEILSON ADVISORY GROUP, INC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE & HEALTH INSURANCE, GROUP HEALTH INSURANCE, CPA/TAX PREPARATION POSITION & : OWNER/PRESIDENT START DATE: 11/26/2002 NO HRS/MO: 40-100 NO HRS/MO DUR TRADING: 40-100 (2)NAME: REAL ESTATE EBROKER INV REL: Y ADD: 301 MISSION AVENUE SUITE 212, OCEANSIDE, CA 92054 NATURE: REAL ESTATE POSITION: SALES/ AGENT START DATE: 4/3/13 NO HRS/MO: 0-4 NO HRS/MO DUR TRADING: 0-4 (3) NAME: CHRISTINE NEILSON INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: RENTAL OF CONDO POSITION: OWNER START DATE: 10/23/2022 NO HRS/MO: 8-20 NO HRS/MO DUR TRADING: 8-20 DESCRIBE DUTIES: MANAGEMENT OF RENTAL. (4) NAME: INVESTMENT RESEARCH CORPORATION (APOGEE PLANNING & INSURANCE SOLUTIONS - DBA) : Y ADD: AT RESIDENTIAL ADDRESS NATURE: INVESTMENT ADVISOR: OWNER START DATE:04/22/2021 NO HRS/MO: 0-24 NO HRS/MO DUR TRADING: 0-24 DESCIRBE DUTIES: INVESTMENT ADVISING. (5) NAME: EACPA PRO INC INV REL:Y ADD: AT RESIDENTIAL ADDRESS NATURE: BOOKKEEPING AND BUSINESS CONSULTING POSITION: OWNER START DATE:04/01/25 NO HRS/MO DUR TRADING: 5-40 DESCRIBE DUTIES: MANAGING BOOKKEEPING SERVICES AND BUSINESS CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-15 |
Reach out to this advisor