Best Investors
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Account
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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-01-26 |
| DC | RA | APPROVED | 2023-09-06 |
| AZ | RA | APPROVED | 2023-07-12 |
| GA | RA | APPROVED | 2023-07-03 |
| FL | RA | APPROVED | 2023-06-30 |
| IL | RA | APPROVED | 2023-06-29 |
| MD | RA | APPROVED | 2023-06-29 |
| MI | RA | APPROVED | 2023-06-29 |
| MN | RA | APPROVED | 2023-06-29 |
| MO | RA | APPROVED | 2023-06-29 |
| NC | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
| VA | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 09/2017 | 10/2021 |
| First Citizens Bank | Roanoke | VA | 02/2010 | 10/2021 |
| Geneos Wealth Management Inc | Roanoke | VA | 10/2021 | 06/2022 |
| Ifa Wealth | Roanoke | VA | 10/2021 | 06/2022 |
| Geneos Wealth Management Inc | Roanoke | VA | 06/2022 | Present |
| Ifa Wealth | Roanoke | VA | 06/2022 | Present |
1) DBA: IFA WEALTH LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) MONTGOMERY COUNTY PLANNING COMMISSION-PLANNING COMMISSIONER. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
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