Best Investors
Account
Sign in
Best Investors
Account
Sign in
1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-04 |
Branch Locations
1802 W South Jordan Parkway Suite 130, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Advisors, Llc | Sioux Falls | SD | 03/2015 | 01/2025 |
| United Planners' Financial Services | Scottsdale | AZ | 09/2015 | 07/2023 |
| Eide Bailly Agency | Fargo | ND | 01/2015 | 01/2025 |
| Fergus Falls Public Library Foundation | Fargo | ND | 05/2013 | 12/2019 |
| Eide Bailly Financial Services | Fargo | ND | 03/2015 | 01/2025 |
| Eide Bailly Securities, Llc | Fargo | ND | 01/2015 | 04/2024 |
| Elysium Wealth Management Llc. | South Jordan | UT | 01/2025 | Present |
| Elysium Financial Solutions, Llc. | South Jordan | UT | 01/2025 | Present |
1.) ELYSIUM FINANCIAL SOLUTIONS, LLC. - CCO/COO - INSURANCE AGENCY - SOUTH JORDAN, UT - SINCE 01/2025 - INVESTMENT RELATED 2.) GUMC FOUNDATION - TREASURER - CHARITABLE BOARD MEMBER OR OFFICER - FERGUS FALL, MN - SINCE 05/2017 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-30 |
Reach out to this advisor