Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-15 |
| UT | RA | APPROVED | 2019-09-27 |
Branch Locations
6405 South 3000 East Suite 250, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Holladay | UT | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Holladay | UT | 09/2019 | Present |
| First Western Advisors | Holladay | UT | 09/2001 | 09/2019 |
(1) Name of Business: First Western Advisors Address: 6405 S 3000 E Ste 250, Holladay, UT, 84121-5968, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/12/2001 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: RED2 LLC Address: 2242 W Granite Arch Way, Lehi, UT, 84043, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/24/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling items on eBay, baseball cards, football cards, basketball cards, etc. (3) Name of Business: Sons of Baseball Foundation Address: 2242 W Granite Arch Way, Lehi, UT, 84043, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 09/14/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I Co-Founded this charity in 2012. I was the President until 2019, at which time I stepped down as president. I am the board chair at this point. I help with fundraisers, connect with MLB players & Teams, and help facilitate our MVP experiences
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
Reach out to this advisor