Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
9200 E Mineral Ave Suite 100, Centennial, CO 80112 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenwood Village | CO | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | 06/2018 |
| Raymond James & Associates | Denver | CO | 06/2018 | 10/2024 |
| Private Client Services | Centennial | CO | 10/2024 | Present |
| Rfg Advisory, Llc Dba Copper Pass Advisory | Centennial | CO | 10/2024 | Present |
1) Copper Pass Advisory. 9200 E Mineral Ave, #100, Centennial, CO 80112. DBA. Owner/Founder/Advisor. Start: 10/17/2024; 160 hrs/mo; 160 during trading hrs. Investment related. DBA name for brokerage, insurance and advisory activity. 2) RFG Advisory. Investment-related. 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. IAR, wealth advisory, insurance agent; advisory, brokerage, and insurance activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-18 |
Reach out to this advisor