Best Investors
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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-29 |
Branch Locations
38 E Scenic Pointe Dr Suite 140, Draper, UT 84020 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Overland Park | KS | 05/2000 | 05/2017 |
| Mass Mutual Life Insurance Co | Salt Lake City | UT | 07/2018 | 09/2019 |
| Mml Investors Services, Llc | Salt Lake City | UT | 08/2018 | 09/2019 |
| Partner Alliance Advisers | Salt Lake City | UT | 05/2017 | Present |
| United States Army Reserve | Salt Lake City | UT | 12/2002 | Present |
| Strategic Advisers, Inc. | Overland Park | KS | 05/2000 | 05/2017 |
| Allstate Financial Services | Salt Lake City | UT | 09/2019 | 03/2021 |
| Securities America, Inc. | South Jordan | UT | 03/2021 | 11/2023 |
| Arbor Point Advisors | South Jordan | UT | 03/2021 | 11/2023 |
| Equitable Advisors, Llc | New York | NY | 11/2023 | 08/2025 |
| Osaic Wealth | Scottsdale | AZ | 08/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 08/2025 | Present |
1. US ARMY RESERVE POSITION: Resource Manager NATURE: Military Service. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2002 ADDRESS: US Army Element, United States, Stuttgart UT 09751, United States DESCRIPTION: I help manage the resources at USAFRICOM J6 (Technology). 2. PAA - HEALTH INSURANCE, LIFE INSURANCE, AND ANNUITIES POSITION: Owner/President NATURE: Corporation doing health insurance, life insurance, and annuities for clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/15/2017 ADDRESS: 38 E Scenic Pointe, Dr Suite 140, Draper UT 84020, United States DESCRIPTION: Doing health insurance, life insurance, and annuities for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-03 |
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