Best Investors
Account
Sign in
Best Investors
Account
Sign in
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-06 |
Branch Locations
101 University Blvd Suite 450, Denver, CO 80206 • United States
2601 Main Street Suite 100, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macy'S Fayette Mall | Lexington | KY | 11/2016 | 09/2018 |
| Walmart Supercenter | Boise | ID | 10/2018 | 05/2019 |
| Rocket Express Car Wash | Meridian | ID | 05/2019 | 10/2021 |
| Amazon | Nampa | ID | 11/2021 | 01/2022 |
| One Refugee | Boise | ID | 01/2022 | 05/2022 |
| Because International | Nampa | ID | 05/2022 | 05/2023 |
| U.S Bank | Boise | ID | 06/2022 | 05/2023 |
| Fidelity Investments | Greenwood Village | CO | 05/2023 | 10/2023 |
| College | Boise | ID | 05/2016 | 11/2016 |
| Better Choice Care | Boise | ID | 05/2021 | 05/2023 |
| Boise State University | Boise | ID | 08/2017 | 12/2022 |
| Moe'S Southwest Grill | Boise | ID | 08/2017 | 08/2018 |
| R. Kent Harris & Associates, Ltd | Greenwood Village | CO | 02/2024 | 07/2024 |
| Trilogy Financial | Denver | CO | 10/2024 | 03/2026 |
| Unemployed | Denver | CO | 10/2023 | 02/2024 |
| Trilogy Financial | Denver | CO | 04/2026 | Present |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
Reach out to this advisor