Best Investors
Account
Sign in
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-20 |
| CA | RA | APPROVED | 2023-12-26 |
| TX | RA | APPROVED_RES | 2023-12-22 |
Branch Locations
1764 The Alameda, San Jose, CA 95126 • United States
10876 S River Front Pkwy Suite 600, South 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 |
|---|---|---|---|---|
| Mesa College | San Diego | CA | 09/1998 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 12/2015 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | Present |
1. Fixed Insurance; Non-Investment Related; 2368 2nd Ave San Diego CA 92101; Insurance; Insurance Broker; 12/2015; 5% during business hours; Insurance Sales 2. Global Wealth Partners Investment Holdings II; Non-Investment Related; 2368 2nd Ave San Diego CA 92101; LLC; President; 12/2015; 0% during business hours; LLC to own real estate, LLC that owns SD office building 3. J Three Enterprises; Non-Investment Related; 2368 2nd Ave San Diego CA 92101; Professional Services; President; 12/2015; 0% during business hours; Payroll/Professional Services 4. L & L Acquisitions; Investment Related; 2368 2nd Ave San Diego CA 92101; LLC; Passive Investor; 12/2015; 0% during business hours; LLC that owns real estate 5. Real Estate; Non-Investment Related; 2368 2nd Ave San Diego CA 92101; Real Estate; 12/2015; 0% during business hours; Owns Non-Securitized Real Estate, Owns income producing real estate 6. Father's Estate; Non-Investment Related; 2368 2nd Ave San Diego CA 92101; Father's Estate; Executor; 12/2015; 0% during business hours; Executor of Father's Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-30 |
Reach out to this advisor