Best Investors
Account
Sign in
24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-24 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Castle Rock, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Castle Rock | CO | 07/2016 | 04/2017 |
| Compass Bank | Birmingham | AL | 04/2017 | 12/2017 |
| Bbva Securities Inc. | Castle Rock | CO | 04/2017 | 12/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2017 | 12/2017 |
| Bbva Wealth Solutions Inc. | Castle Rock | CO | 05/2017 | 12/2017 |
| Advised Assets Group | Greenwood Village | CO | 12/2017 | 01/2026 |
| Gwfs Equities, Inc | Greenwood Village | CO | 02/2018 | 01/2026 |
| Xypn Sapphire | Bozeman | MT | 08/2026 | Present |
| Dove Valley Wealth Management, Llc | Castle Rock | CO | 08/2026 | Present |
| Unemployed | Castle Rock | CO | 06/2017 | 11/2017 |
| Unemployed | Castle Rock | CO | 01/2026 | 08/2026 |
1) Block Advisors / Tax advisor Tax preparation services / Part-time tax prep / 12-15 hours per week during tax season, 3-5 hours per month off season. 2) Intuit / Seasonal Tax Preparer. Prepare tax returns for Turbotax customers. Approved with terms and conditions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-21 |
Reach out to this advisor