Best Investors
Account
Sign in
Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2016 | 02/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2020 | 08/2021 |
| Priority Financial And Insurance Solutions | Scottsdale | AZ | 02/2020 | 05/2020 |
| Solutions First Financial Group | Scottsdale | AZ | 05/2020 | 08/2021 |
| Raymond James Financial Services | Scottsdale | AZ | 09/2021 | 11/2022 |
| Raymond James Financial Services Advisors | Scottsdale | AZ | 09/2021 | 11/2022 |
| Jackson Roskelley Wealth Advisors | Scottsdale | AZ | 08/2021 | 11/2022 |
| Fidelity Investments | Lone Tree | CO | 12/2022 | 09/2024 |
| Shj Wealth Advisors | Denver | CO | 09/2024 | 04/2025 |
| Q3 Advisors, Llc | Boulder | CO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
Reach out to this advisor