Best Investors
Account
Sign in
Best Investors
Account
Sign in
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-11 |
Branch Locations
1001A E Harmony Rd #279, Fort Collins, CO 80525 • United States
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Santa Cruz | CA | 01/2010 | 12/2016 |
| H&R Block | Watsonville | CA | 01/2017 | 08/2020 |
| H&R Block | Fort Collins | CO | 09/2020 | 04/2021 |
| Self-Employed | Fort Collins | CO | 05/2021 | Present |
| Tyler Wealth Management Llc | Southlake | TX | 12/2023 | 11/2024 |
| Aspen Creel Management, Llc | Southlake | TX | 11/2024 | Present |
Self Employed Financial Professional; Owner; Since 5/2021; Insurance & Annuities; not investment related; Fort Collins CO; approximately 40 hours per week Self Employed Tax Preparer; Owner; Paradox Tax Services, LLC; Fort Collins CO; not investment related; approximately 20 hours per month, 15 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
Reach out to this advisor