Best Investors
Account
Sign in
Best Investors
Account
Sign in
215 West Oak Street 10Th Floor, Ste 1000, Fort Collins, CO 80521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-14 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
215 West Oak Street 10Th Floor, Ste 1000, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Collins | CO | 07/2006 | 04/2023 |
| Bank Of America, Na | Fort Collins | CO | 09/2009 | 04/2023 |
| Acorn Creek Capital Llc | Fort Collins | CO | 04/2023 | Present |
I*354794, Name of OBA: Above the tree line, LLC Address: Fort Collins, CO Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 1/1/0001 No Hours: 2 Monthly No Hours during trading: 0 Duties: Owner I*1224291 For profit or not for profit: Name of outside business organization: Bighorn Football Society - The Green and Gold Guard, LLC Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: This entity is to help CSU have an improved football program. I will preform no duties, rather just being asked to contribute funds into the LLC in support of helping student athletes 3) BB OAK, LLC - INVESTMENT RELATED - 215 WEST OAK STREET SUITE 901, FORT COLLINS, CO. 80521 - HOLDS COMMERCIAL REAL ESTATE - MEMBER MANAGER - 11/13/2023 - <5% OF TIME PER MONTH - MANAGER OF LLC THAT LEASES PROPERTY TO ACORN CREEK CAPITAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
Reach out to this advisor