Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-03 |
| NC | RA | APPROVED | 2020-10-27 |
| UT | RA | APPROVED | 2015-01-07 |
Branch Locations
10653 S. River Front Pkwy. Suite 100 And 180, So. Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beehive Auto, Inc. | Salt Lake City | UT | 12/2004 | 08/2017 |
| World Financial Group, Inc. | South Jordan | UT | 01/2012 | Present |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 05/2014 | Present |
| Beehive Real Holdings Inc. | West Valley City | UT | 06/2006 | 08/2017 |
| Awesome Benefit Advisors | Sandy | UT | 05/2016 | 01/2018 |
| Managed Wealth Financial | South Jordan | UT | 01/2015 | Present |
| Wealthwave | Johns Creek | GA | 01/2015 | Present |
| Braun Holdings Llc | South Jordan | UT | 11/2025 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." MANAGED WEALTH FINANCIAL | WFGIA CO-BRAND COMPANY | MARKETING | 01/2025 | INVESTMENT RELATED - YES | SOUTH JORDAN, UT WEALTHWAVE | 01/2015 | WFGIA CO-BRAND COMPANY | MARKETING | INVESTMENT RELATED - YES | JOHNS CREEK, GA AWESOME INSURANCE; 9/15/2015; YES RELATED; 80 NORTH 850 E, LEHI, UT 84043; INDEPENDENT AGENT; 10 HRS/MO; 1 TRADING; HEALTH SHARE COVERAGE; TALKING WITH BUSINESS OWNERS ABOUT OPTIONS FOR HEALTH COVERAGE. BRAUN HOLDINGS LLC POSITION: shareholder NATURE: Golf lab/ golf simulator INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: 2383 Jordan Haven Court, South Jordan UT 84095, United States DESCRIPTION: none shareholder only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-02 |
Reach out to this advisor