Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-25 |
| MA | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2023-08-25 |
| NE | RA | APPROVED | 2022-11-10 |
| CO | RA | APPROVED | 2019-01-18 |
Branch Locations
51 Sawyer Rd #600, Waltham, MA 02543 • United States
1 Tara Boulevard Office #210 Suite 200 , Nashua, NH 03062 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2018 | 10/2018 |
| J Crew | Boulder | CO | 08/2017 | 07/2018 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2017 | 08/2017 |
| J Crew | Boulder | CO | 02/2016 | 06/2017 |
| Mercer Global Advisors Inc. | Denver | CO | 11/2018 | 01/2019 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2019 | 04/2020 |
| Mercer Global Advisors Inc. | Denver | CO | 04/2020 | 07/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 07/2022 | 04/2025 |
| Mercer Global Advisors Inc. | Denver | CO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
Reach out to this advisor