Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-07-31 |
| TX | RA | APPROVED | 2019-07-30 |
Branch Locations
6995 S Union Park Ctr Ste 300, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Salt Lake City | UT | 11/2009 | Present |
| Mml Investor Services | Salt Lake City | UT | 11/2009 | Present |
| Lpl Financial Llc | Cottonwood Heights | UT | 07/2019 | Present |
1) 7/30/2019 - DBA for LPL Business (entity for LPL business) - Inter-mountain Financial Partners - Investment Related - Cottonwood Heights, UT 2) 7/30/2019 - Non Variable Insurance - Mike Donaldson - Investment Related - Cottonwood Heights, UT 3) 7/30/2019 - Business Entity For Tax/Investment Purposes Only - Michael Donaldson Enterprise, Inc - Investment Related - 552 W 925 N Centerville, UT 84014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-10 |
| S66 | Uniform Combined State Law Examination | 2013-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-19 |
Reach out to this advisor