Best Investors
Account
Sign in
Best Investors
Account
Sign in
301 Remington Street, Fort Collins, CO 80524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-17 |
| CA | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| AZ | RA | APPROVED | 2023-07-27 |
Branch Locations
301 Remington Street, Fort Collins, CO 80524 • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
Scottsdale, AZ • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Short Hills | NJ | 10/2017 | 01/2019 |
| Goldman Sachs | Jersey City | NJ | 10/2013 | 10/2017 |
| Fidelity Brokerage Services, Llc | Millburn | NJ | 01/2019 | 05/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 06/2023 |
| Reset Financial Planning | Fort Collins | CO | 07/2023 | Present |
| Nectarine | San Diego | CA | 10/2023 | Present |
| Arizona State University | Tempe | AZ | 12/2024 | 05/2025 |
- Name of other business: Nectarine Financial, Inc. ("Nectarine") - Investment-related: Yes - Address: 1650 Garnet Ave, #1090, San Diego, CA 92109 - Nature of the other business: Investment advisor - Position/title/duties: Financial Planner - Start date: 10/2023 - Approximate number of hours/month devoted to the other business: 20 - Number of hours devoted during securities trading hours: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
Reach out to this advisor