Best Investors
Account
Sign in
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| CO | RA | APPROVED | 2015-12-07 |
Branch Locations
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Brick Planning & Consulting, Llc | Denver | CO | 06/2015 | Present |
| One Brick Financial Concepts Llc | Denver | CO | 01/2017 | Present |
ORG NAME:One Brick Financial Concepts LLC| ORG ADDR:Denver, CO, US | NATURE OF BUS:Tax/Other Financial | INVST REL:N | TITLE:Member/Owner | DUTIES: Tax Prep| START DT:01/2017 | TOTAL HRS P/M:80 | SEC TRDNG HRS P/M:20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
Reach out to this advisor