Best Investors
Account
Sign in
12 W 100 N Suite 201A, American Fork, UT 84003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-10-07 |
Branch Locations
12 W 100 N Suite 201A, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Financial Health, Llc | Pleasant Grove | UT | 04/2003 | Present |
| Fortis Wealth Management, Llc | American Fork | UT | 10/2017 | Present |
| Foxstone Financial | Centennial | CO | 04/2022 | 01/2023 |
| Cg Advisory Services | Haslett | MI | 02/2016 | 04/2022 |
| Fortis Wealth Management, Llc | American Fork | UT | 10/2022 | Present |
1) DIVENDO, LLC DBA PONO OUTDOORS; NON-INVESTMENT RELATED; OWNER; RENT OUTDOORS EQUIPMENT; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS 2) TOTAL FINANCIAL HEALTH, LLC; INVESTMENT RELATED; 12 W 100 N ST., SUITE 202-D, AMERICAN FORK, UT 84003; MORTGAGE BROKER; 100 - 110 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. 3) INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE SALES; 5-10 HOURS PER MONTH; 5-10 HOURS PER MONTH DURING TRADING HOURS. 4) VANDELAY INDUSTRIES; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5 -10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; PRODUCES AND MANUFACTURES WIND TURBINES. 5) VANTANA TEK; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5-10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 6) UNIVERSAL ENERGY, INC.; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; MAJORITY SHAREHOLDER; 5-10 HOURS PERMONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 7) I AM ALSO AFFILIATED WITH THE FOLLOWING COMPANIES WHERE I AM EITHER A DIRECT OR INDIRECT OWNER: ROOSTERFISH, LLC; DIVENDO, LLC DBA THE HIPPIE MOMMA; VENTANA IP, LLC A HOLDING COMPANY FOR A PATENT TRADEMARK; ZAMBUSA, LLC; AMERICONGO, LLC; AKINITA, LLC, MONEDA, LLC; AND EVENFLOW, LLC. I CURRENTLY DO NOT ACTIVELY DEVOTE ANY TIME TO THESE OTHER BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-28 |
Reach out to this advisor