Best Investors
Account
Sign in
650 S. Cherry St. Ste 825, Denver, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
Branch Locations
650 S. Cherry St. Ste 825, Denver, CO 80246 • United States
1250 Main St. E. Suite B, Monmouth, OR 97361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri Quest | Monmouth | OR | 04/2016 | 10/2017 |
| Resources Investment Advisors | Overland Park | KS | 11/2019 | 06/2021 |
| Summit Wealth Strategies, Llc | Monmouth | OR | 10/2019 | 04/2022 |
| Legacysmith Inc D/B/A Vision Wealth | Monmouth | OR | 11/2013 | Present |
| Brookstone Capital Management | Monmouth | OR | 04/2017 | 10/2017 |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2021 | 03/2025 |
| Ashton & Associates Wealth Management & Insurance | St. George | UT | 04/2022 | 11/2022 |
| Horizon Wealth Investment Solutions, Llc | Denver | CO | 03/2025 | Present |
| Emerson Equity Llc | San Mateo | CA | 04/2026 | Present |
1) HW TAX STRATEGIES-INVESTMENT RELATED, 650 SOUTH CHERRY ST. SUITE 825 DENVER, CO 80246, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES BUSINESS IS OFFERED THROUGH EMERSON EQUITY LLC AND ADVISORY BUSINESS IS DONE THROUGH HORIZON WEALTH., REGISTERED REPRESENTATIVE WITH EMERSON EQUITY, LLC AND INVESTMENT ADVISOR REPRESENTATIVE WITH HORIZON WEALTH, I MARKET SECURITIES BUSINESS THROUGH BROKER DEALER AND ADVISORY BUSINESS THROUGH REGISTERED INVESTMENT ADVISORY FIRM., 20 HRS MONTHLY, 89 HRS DURING SECURITIES TRADING HOURS., 04/2026 2) VISION WEALTH-INVESTMENT RELATED, 650 SOUTH CHERRY ST. SUITE 825, DENVER, CO 80246, DBA FOR LEGACYSMITH, INC., FOUNDER/PRESIDENT,DBA USED TO MARKET FINANCIAL SERVICES DONE THROUGH HORIZON WEALTH., 160 HOURS MONTHLY, 6 HOURS DURING SECURITIES TRADING HOURS., 05/2022 3) LEGACYSMITH, INC.-INVESTMENT RELATED, 1250 MAIN ST., E. SUITE B MONMOUTH, OR 97361, S-CORP FOR FIXED INSURANCE SALES, FOUNDER/PRESIDENT, SELLING AND SERVICING FIXED ANNUITY AND FIXED LIFE INSURANCE., 20 HOURS MONTHLY, 10 HOURS DURING SECURITIES TRADING HOURS, 03/2017 4) HORIZON WEALTH-INVESTMENT RELATED, 650 SOUTH CHERRY ST. SUITE 825, DENVER, CO 80246, REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE WITH HORIZON WEALTH, I OFFER INVESTMENT ADVISORY SERVICES FOR MY CLIENTS UNDER THROUGH HORIZON WEALTH AS MY IAR., 160 HRS MONTHLY, 6 HOURS DURING SECURITIES TRADING HOURS., 03/2025 5) EMERSON EQUITY, LLC, INVESTMENT RELATED, REGISTERED REPRESENTATIVE AFFILIATION FOR THE PURPOSE OF EXECUTING COMMISSION BASED SECURITIES TRANSACTIONS WHEN BROKERAGE COMPENSATION IS MORE APPROPRIATE THAN FEE-BASED ADVISORY BILLING. START DATE 4/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
Reach out to this advisor