Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| CO | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Denver | CO | 07/2005 | 03/2018 |
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 03/2018 |
| Jpmorgan Chase Bank Na | Denver | CO | 03/2018 | 11/2022 |
| Jpmorgan Securities Llc | Denver | CO | 03/2018 | 11/2022 |
| Innovest Portfolio Solutions | Denver | CO | 05/2023 | 09/2025 |
| Southstate Private Capital Management Llc | Denver | CO | 01/2026 | Present |
| Unemployed | Denver | CO | 11/2022 | 05/2023 |
| Unemployed | Denver | CO | 09/2025 | 01/2026 |
Entity Name: Denver Chamber of Commerce Leadership Foundation Investment related: Y "Address: 1445 Market Street, Denver, CO 80202. denverleadership.org" Nature of the other business: Industry Advocate Position/Title/Relationship: I currently serve on the Board of Governors. They've asked me to serve and chair the Finance Committee. Responsibilities include analyzing operating results, creating budgets and projections. Start Date: 05/07/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I currently serve on the Board of Governors. They've asked me to serve and chair the Finance Committee. Responsibilities include analyzing operating results, creating budgets and projections. Entity Name: Denver Zoological Foundation Investment related: Y Address: 2300 Steele Street, Denver, CO 80205 Nature of the other business: Zoological Foundation Position/Title/Relationship: Board of Directors member (excluding advisory boards) Start Date: 12/31/2020 "Approximate # of hours a month: 0-10 3-6 hours per month during trading hours" Briefly describe your duties: Fundraising Board and Finance Committee. Serve on the fundraising board and finance committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-25 |
| S66 | Uniform Combined State Law Examination | 2011-07-11 |
Reach out to this advisor