Best Investors
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Account
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188 Inverness Drive West Ste 100, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-07 |
| AZ | RA | APPROVED | 2023-09-20 |
| FL | RA | APPROVED | 2023-09-11 |
| NC | RA | APPROVED | 2023-09-07 |
Branch Locations
1776 Heritage Center Dr Ste 200, Wake Forest, NC 27587 • United States
188 Inverness Drive West Suite 100, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2012 | 09/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2012 | 09/2021 |
| Tom Thalman, Sole Proprietor | Raleigh | NC | 02/2012 | 08/2021 |
| Federal Resource | San Diego | CA | 10/2017 | 05/2021 |
| Tom Thalman, Sole Proprietor | Raleigh | NC | 01/2018 | 10/2018 |
| Lifestyle Freedom Group, Llc Dba Family Office Division | Raleigh | NC | 08/2021 | 09/2023 |
| Lifestyle Freedom Safe Harbor, Llc | Raleigh | NC | 08/2021 | 09/2023 |
| Lifestyle Freedom Advisory Group, Llc | Raleigh | NC | 09/2021 | 09/2023 |
| Colorado Financial Service Corporation | Centennial | CO | 10/2021 | Present |
TURNING POINT RETIREMENT ASSOCIATES, DBA FOR ADVISORY SERVICES, INVESTMENT RELATED THROUGH CFSC, SAME ADDRESS AS INDICATED FOR BRANCH, COMPENSATION THROUGH CFSC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-01 |
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