Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-12-02 |
| KS | RA | APPROVED | 2024-12-02 |
| MN | RA | APPROVED | 2024-12-02 |
| MO | RA | APPROVED | 2024-12-02 |
| NE | RA | APPROVED | 2024-12-02 |
| ND | RA | APPROVED | 2024-12-02 |
| SD | RA | APPROVED | 2024-12-02 |
| WY | RA | APPROVED | 2024-11-29 |
| CO | RA | APPROVED | 2014-12-23 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 08/2011 | Present |
(1) Sutton Family Legacy, LLC. Not Investment Related. 7046 W Arlington Drive Littleton, CO 80123. Owner/President. Started 04/20/2018. 5 Hours per month. 0 hours during trading hours. rental property. | (2) Self-publishing a book; name not yet determined. Non-investment related. Publishing a book with daughter on things to do with your grandchild. 7400 W Grant Ranch Blvd, #20, Denver, CO 80123. Co-owner with daughter. Start Date: 08/2025. 20 hours per month; during securities trading hours 0. Duties: Helping publish the book, create content, etc. | (3) MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 8/15/2011. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-14 |
Reach out to this advisor