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 | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
9781 S. Meridian Blvd Suite 300, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2014 | 12/2019 |
| Bank Of America, N.A. | Chicago | IL | 05/2017 | 12/2019 |
| Triad Advisors (Mooney Lyons) | Norcross | GA | 12/2019 | 02/2024 |
| Triad Hybrid Solutions (Mooney Lyons Financial) | Norcross | GA | 12/2019 | 02/2024 |
| Mattern Capital Management, Llc | Lakewood | CO | 04/2024 | 07/2025 |
| Rfg Advisory D/B/A Design Wealth | Englewood | CO | 09/2025 | Present |
1) Design Wealth; YES; 9781 S Meridian Blvd, Suite 300, Englewood, CO 80112; DBA; Wealth Advisor; Start: 9/8/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; Start: 9/8/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-02 |
Reach out to this advisor