Best Investors
Account
Sign in
Best Investors
Account
Sign in
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-13 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Millersville | PA | 08/2012 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2017 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Lancaster | PA | 06/2017 | 08/2018 |
| Millersville University Dining Services | Millersville | PA | 10/2015 | 12/2016 |
| Sheetz Inc | Millersville | PA | 12/2016 | 04/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 08/2018 |
| Securian Financial Services Inc. | St. Paul | MN | 08/2018 | 03/2019 |
| Legacy Planning Partners | Allentown | PA | 08/2018 | 03/2019 |
| Usa Hockey | Lancaster | PA | 08/2016 | 05/2026 |
| Sei Investments Distribution Co. | Oaks | PA | 04/2019 | 05/2026 |
| Sei Investments Management Corp. | Oaks | PA | 04/2019 | 05/2026 |
| Summit Wealth Group | Colorado Springs | CO | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
Reach out to this advisor