Best Investors
Account
Sign in
620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen'S Acctg & Tax Svc | Thatcher | AZ | 08/1998 | Present |
| World Financial Group | Tucson | AZ | 06/2001 | 05/2022 |
| J10 Cattle | Central | AZ | 08/2011 | 08/2020 |
| Transamerica Financial Advisors, Inc | Tucson | AZ | 01/2012 | 05/2022 |
| Dfpg Investments, Llc | Sandy | UT | 05/2022 | 11/2024 |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | 11/2024 |
| Summit Global Investments | Bountiful | UT | 11/2024 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2025 | Present |
*JENSEN'S TAX SERVICE; NON-INVESTMENT RELATED; THATCHER, AZ; TAX SERVICES; OWNER; 03/1998; 60% DURING BUSINESS HOURS; TAX PREP. *SUMMIT GLOBAL INVESTMENTS (SGI) PRIVATE WEALTH - 3939 W MAIN ST, THATCHER AZ. INV REL. INVESTMENT SERVICES, PARTNER, SALES AND CLIENT SERVICES. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS - 3939 W MAIN ST, THATCHER AZ. INV REL. INVESTMENT SERVICES, PARTNER, SALES AND CLIENT SERVICES. DURING TRADE HRS. *J10 CATTLE; 5878 W CENTRAL RD CENTRAL AZ. NON-INVESTMENT RELATED; CATTLE PURCHASE, RAISING & SALES; OWNER; 03/2000; LESS THAN 1% DURING BUSINESS HOURS; CATTLE PURCHASE, RAISING & SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-12 |
Reach out to this advisor