Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
9115 Corsea Del Fontana Way Suite 100, Naples, FL 34109 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Kutztown | PA | 06/2023 | 04/2024 |
| Big Boulder Ski Resort | Blakeslee | PA | 11/2017 | 03/2018 |
| Jim Thorpe Area School District | Jim Thorpe | PA | 05/2013 | 06/2019 |
| H2Oooohh Indoor Waterpark | Split Rock | PA | 03/2018 | 08/2019 |
| Kutztown University | Kutztown | PA | 08/2019 | 05/2023 |
| Mt. Pocahontas Community Pool | Albrightsville | PA | 06/2020 | 08/2020 |
| Aharts Market | Blakeslee | PA | 11/2020 | 01/2021 |
| Boulder View Tavern | Blakeslee | PA | 05/2021 | 08/2021 |
| K-Rico Mexican Grill | Naples | FL | 05/2022 | 01/2023 |
| Thrivent Investment Management Inc. | Kutztown | PA | 09/2022 | 05/2023 |
| Lebenthal Global Advisors, Llc | Marco Island | FL | 05/2024 | 03/2026 |
| Lebenthal Financial Services, Inc. | Marco Island | FL | 05/2024 | 03/2026 |
| Mercer Global Advisors Inc. | Naples | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
Reach out to this advisor