Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-08 |
| CA | RA | APPROVED | 2024-07-03 |
Branch Locations
300 Stafford Lane Suite 30219, Delta, CO 81416 • United States
Placerville, CA • United States
206 Main St., Sterling, CO 80751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Folsom | CA | 01/2014 | 11/2019 |
| Aladino Financial Services, Inc. | El Dorado Hills | CA | 01/2020 | 02/2024 |
| Lpl Financial Llc | El Dorado Hills | CA | 01/2020 | 02/2024 |
| Strategic Wealth Advisors Group, Llc | El Dorado Hills | CA | 01/2020 | 02/2024 |
| Ally Invest Securities Llc | Charlotte | NC | 02/2024 | 05/2024 |
| Ally Invest Advisors | Charlotte | NC | 02/2024 | 05/2024 |
| Osaic Wealth, Inc. | Sterling | CO | 07/2024 | Present |
NELSON FINANCIAL POSITION: Registered Assistant NATURE: This is the DBA the office works under INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/10/2024 ADDRESS: 206 Main Street, Sterling CO 80751, United States DESCRIPTION: Registered Sales Assistant and Operations Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
Reach out to this advisor