Best Investors
Account
Sign in
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-29 |
| ID | RA | APPROVED | 2025-11-24 |
| WI | RA | APPROVED | 2025-09-23 |
| UT | RA | APPROVED | 2025-07-14 |
Branch Locations
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Ins. Co. | South Jordan | UT | 04/1986 | Present |
| Securities Management & Research, Inc. | South Jordan | UT | 10/1987 | 08/2023 |
| Bfc Planning, Inc. | South Jordan | UT | 07/2016 | 08/2023 |
| Hogan French Financial Services, Inc. | South Jordan | UT | 08/2023 | Present |
| Hogan Financial Services | South Jordan | UT | 02/1986 | Present |
| Dmk Advisor Group Inc | Dcaper | UT | 05/2025 | Present |
1. American National Insurance Company. JORDAN,UT-INSURANCE AGENCY-AGENT-01/1986-125-125-INSURANCE SALES. 2. SDH PROPERTIES, LLC-N-SOUTH JORDAN, UT-REAL ESTATE-OWNER-01/2016-1-1-LANDLORD FOR RENTAL PROPERTY. 3. HOGAN INSURANCE SERVICES-N-SOUTH JORDAN, UT-INSURANCE SALES-OWNER-01/2012-120-120-AGENT, INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-30 |
Reach out to this advisor