Best Investors
Account
Sign in
Best Investors
Account
Sign in
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Colorado Springs | CO | 04/2013 | 02/2025 |
| City National Bank | Colorado Springs | CO | 04/2019 | 02/2025 |
| Commonwealth Financial Network | San Diego | CA | 02/2025 | 03/2026 |
| Exceptional Wealth | Colorado Springs | CO | 02/2025 | Present |
1.Fixed insurance sales, Exceptional Insurance, located in CO; as of 01/10/2025; 15% time spent during business hours; Conducted from branch office location; Investment related. 2. Owner, EC Ventures V, LLC; a private entity established to facilitate securities, advisory, and insurance business as of 2/14/2025; 5% time spent during business hours; Conducted at branch; Investment related. 3. Chair and Finance Committee member; Evangel Christian Academy, located in Colorado Springs, CO; 1% time spent during business hours; as of 1/10/25; not conducted from branch location; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-17 |
Reach out to this advisor