Best Investors
Account
Sign in
Best Investors
Account
Sign in
8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-02-06 |
| MO | RA | APPROVED | 2023-02-06 |
Branch Locations
210 University Blvd Suite 220, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matter Family Office | Denver | CO | 07/2022 | Present |
| Ascent Private Capital Management | Denver | CO | 10/2015 | 07/2022 |
1. University of Colorado, 995 Regent Dr. Boulder CO 80309 Not investment related Adjunct Professor, teaching Estate Planning beginning 8/14/2025 Between 20-40 hours monthly will be devoted to the position, 5 of which are typically during business hours 2. Trustee of six client trusts, beginning in 2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-04 |
Reach out to this advisor