Best Investors
Account
Sign in
401 E. Fremont St., Laramie, WY 82072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Laramie | WY | 06/2022 | 07/2022 |
| Equitable Advisors, Llc | New York | NY | 08/2022 | 12/2022 |
| University Of Wyoming | Laramie | WY | 08/2018 | 05/2022 |
| Accent Landscapes | Gillette | WY | 05/2021 | 08/2021 |
| Titan Solutions, Llc | Gillette | WY | 06/2018 | 01/2021 |
| Accent Landscapes | Gillette | WY | 06/2020 | 07/2020 |
| Campbell County Recreation Center | Gillette | WY | 05/2016 | 05/2018 |
| Thunder Basin High School | Gillette | WY | 08/2017 | 05/2018 |
| Campbell County High School | Gillette | WY | 08/2015 | 05/2017 |
| Unemployed | Laramie | WY | 01/2023 | 02/2023 |
| Hp Wealth Management Llc | Laramie | WY | 12/2024 | Present |
| Highpoint Cpas | Laramie | WY | 02/2023 | Present |
| Doordash | Laramie | WY | 12/2022 | 12/2022 |
1. HIGHPOINT CPAS; LARAMIE, WY; INVESTMENT RELATED; STAFF ACCOUNTANT; START DATE 2/1/2023; 90 HRS/MNT DURING SECURITIES TRADING; 90 HRS/MNTH OUTSIDE OF SECURITIES TRADING; PREPARE INDIVIDUAL, BUSINESS, AND NON-PROFIT TAX RETURNS. PERFORM ACCOUNTING SERVICES FOR BUSINESS CLIENTS, INCLUDING BOOKKEEPING, MONTH-END ACCOUNTING, AND PAYROLL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
Reach out to this advisor