Best Investors
Account
Sign in
1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-03 |
| CO | RA | APPROVED | 2023-03-03 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Electrical Distributors | Irving | TX | 06/2015 | 03/2021 |
| Unemployed | Montrose | CO | 03/2021 | 10/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Grand Jct | CO | 12/2021 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 12/2022 |
| Elderado Financial Inc. | Montrose | CO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
Reach out to this advisor