Best Investors
Account
Sign in
Best Investors
Account
Sign in
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-02 |
| MT | RA | APPROVED | 2026-01-30 |
| CO | RA | APPROVED | 2026-01-27 |
| MN | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-27 |
| WA | RA | APPROVED | 2026-01-27 |
| NV | RA | APPROVED | 2026-01-21 |
| WY | RA | APPROVED | 2026-01-09 |
Branch Locations
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2021 | 05/2021 |
| City Of Casper | Casper | WY | 05/2013 | 06/2019 |
| Albany County School Distict | Laramie | WY | 01/2020 | 03/2020 |
| The University Of Wyoming | Laramie | WY | 01/2020 | 05/2020 |
| Laramie Plains Federal Credit Union | Laramie | WY | 10/2019 | 01/2020 |
| Edward Jones | Casper | WY | 05/2015 | 12/2020 |
| The University Of Wyoming | Laramie | WY | 08/2019 | 08/2020 |
| Northern Arizona University | Flagstaff | AZ | 08/2017 | 07/2019 |
| Casper College | Casper | WY | 09/2014 | 05/2017 |
| Commonwealth Financial Network | San Diego | CA | 05/2021 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | Present |
| Merritt Wealth Management | Douglas | WY | 03/2022 | Present |
1. Fixed insurance sales; as of 06/08/2022; 15% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Baxter Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Douglas, WY 82633, as of 02/01/2024; 90% of time spent during business hours; Conducted at branch; Investment related. 3. Teacher/Instructor with Eastern Wyoming College teaching Investing 101; Located at 3200 W C Street, Torrington, WY 82240; as of 09/18/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4. DBA: Cottonwood Wealth Advisors; owner; a private entity established to facilitate securities, advisory and insurance business; facilitate and oversee entire brokerage and advisory business, monitor accounts, place trades, provide advice 5. Converse County Library Organization; board member; non-profit organization established to raise money for the Converse County Library 6. Home Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
Reach out to this advisor