Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| UT | RA | APPROVED | 2023-09-05 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Draper | UT | 12/2017 | 12/2018 |
| World Financial Group, Inc. | Draper | UT | 11/2017 | 12/2018 |
| Ehealth Insurance | Slc | UT | 06/2016 | 01/2017 |
| Connexion Point | Sandy | UT | 08/2017 | 10/2017 |
| Uber Technologies Inc. | San Francisco | CA | 10/2017 | 10/2021 |
| Lyft | San Fransisco | CA | 10/2017 | 10/2021 |
| Unemployed | Slc | UT | 02/2017 | 07/2017 |
| E*Trade Securities Llc | Sandy | UT | 04/2020 | 07/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2020 | 07/2020 |
| E*Trade Securities Llc | Sandy | UT | 07/2020 | Present |
| E*Trade Capital Management Llc | Sandy | UT | 07/2020 | Present |
| Morgan Stanley | Sandy | UT | 03/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-25 |
Reach out to this advisor