Best Investors
Account
Sign in
Best Investors
Account
Sign in
412 N Canal St, Carlsbad, NM 88220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverside Golf Course | Carlsbad | NM | 06/2020 | 01/2021 |
| University Of New Mexico | Albuquerque | NM | 08/2020 | 07/2023 |
| Carlsbad High School | Carlsbad | NM | 01/2016 | 05/2020 |
| Pennington, Bass 7 Associates | Lubbock | TX | 07/2023 | 05/2025 |
| Cetera Advisors Llc | St Cloud | MN | 07/2023 | 11/2023 |
| Cetera Advisors Llc | St Cloud | MN | 11/2023 | 05/2025 |
| Lincoln Investment | Fort Washington | PA | 05/2025 | Present |
| Bco Wealth Management, Llc | Carlsbad | NM | 05/2025 | Present |
| Bco Wealth Management, Llc | Carlsbad | NM | 07/2026 | Present |
BCO Wealth Management LLC Position: Sales Assistant/IAR Nature: Financial Services/IRIA Investment Related: Yes Hours: 160 Securities Trading Hours: 51 Start Date: 5/19/2026 Address: 412 N Canal Street Carlsbad, NM 88220 Description: Assisting FPs with clerical, unsolicited orders, phone calls, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
Reach out to this advisor