Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-10 |
Branch Locations
501 S Cherry Street Suite 510, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 11/2020 |
| Prism Financial Strategies, Llc | Denver | CO | 12/2020 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2023 | Present |
Petroleum Geologist Type of business: Royalty and working interest Denver, CO Start date: 6/1/1987 Independent Hours per week: 1 Hours during trading: 0 Maintaining records for tax purposes Rental Property Denver, CO Start date: 6/1/2004 Landlord Hours per week: 1 Hours during trading: 0 Maintain 1-bedroom condo 05/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PRISM FINANCIAL STRATEGIES LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 05/10/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
Reach out to this advisor