Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-07 |
| VA | RA | APPROVED | 2025-03-20 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2018 | 05/2021 |
| College Of Charleston | Charleston | SC | 01/2014 | 05/2017 |
| Wamm Inc. | Middletown | RI | 07/2013 | 12/2017 |
| Carol Cole Collections | Middletown | RI | 05/2015 | 09/2017 |
| Cd Marketing | Charleston | SC | 05/2016 | 06/2017 |
| Poogans Hospitality Group | Charleston | SC | 02/2017 | 08/2017 |
| Bank Of America, N.A. | Lincoln | RI | 09/2019 | 05/2021 |
| Mercer Global Advisors Inc. | Mclean | VA | 03/2025 | Present |
| College For Financial Planning | New York | NY | 10/2024 | 12/2024 |
| Golub Capital | New York | NY | 03/2022 | 10/2024 |
| C&C Marine Ventures Llc | Newport | RI | 05/2023 | 10/2024 |
| Guidepoint Global | New York | NY | 06/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
Reach out to this advisor