Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
10653 S. River Front Pkwy Suite 190, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | South Jordan | UT | 06/2001 | Present |
| Grande Small Business Solutions | West Jordan | UT | 01/2009 | 12/2022 |
| Academy Mortgage Co. | Sandy | UT | 11/2009 | 10/2016 |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 01/2012 | Present |
| Personal Cheesecakes | West Jordan | UT | 01/2014 | 12/2022 |
| No Small Dreams | Orem | UT | 02/2014 | Present |
| Primary Residential Mortgage | Salt Lake City | UT | 11/2016 | 07/2019 |
| Helio Training / Neumont University | Salt Lake City | UT | 05/2018 | 10/2020 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 09/2020 | Present |
| Workfront | Lehi | UT | 10/2020 | 03/2021 |
| Adobe Inc | Lehi | UT | 02/2021 | Present |
| Neumont College Of Computer Science | Salt Lake City, | UT | 05/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 09/2021 | Present |
| Wealthwave | Johns Creek | GA | 12/2023 | Present |
| Quick Quack Car Wash | West Jordan | UT | 06/2024 | 09/2025 |
| Complete Wealth Care | Eau Claire | WI | 06/2024 | Present |
| Salt Lake Community College | Salt Lake City | UT | 09/2025 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Wealthwave | marketing | approve co-brand company through WFGIA |12/2023|Johns CreekGeorgiaUnited States | investment related Adobe | 2/2021 | investment related | software Engineer | Lehi, Utah LSPN Pro, LLC / 0921-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: .5 / Sec Trading Hrs.: 0 / Client communications, Marketing, and referring potential clients Neumont College of Computer Science / 0521-Present / Investment Related: No / 143 South Main Street Salt Lake City, UT 84111 / Adjunct Instructor / College / Hrs Work Monthly: 28 / Sec Trading Hrs: 0 / Monday , Wednesday and Friday for the month of May I will instruct students on PHP and the lamp stack on a raspberry pi. Heartland Institute of Financial Education / 0920-Present/ Investment Related: No / 8301 E. Prentice Ave., Ste.312 Greenwood Village, CO 80111 / Instructor / Financial Education/ Hrs Work Monthly: 5 / Sec Trading Hrs: 1 / Instruction as Needed NO SMALL DREAMS; NOT INVESTMENT RELATED; 1175 N 910 E, OREM UT 84097; THE CHARITABLE PURPOSE IS TO PROVIDE GRANTS AND SCHOLARSHIPS FOR EDUCATION IN THE PHILIPPINES; MEMBER OF BOARD OF DIRECTORS; 2/2014; 8 HRS/MONTH; ATTEND BOARD MEETINGS AT LEAST ONCE A YEAR. COMPLETE WEALTH CARE POSITION: partner NATURE: Medical Billing INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2024 ADDRESS: 1809 8th Street, Eau Claire WI 54703, United States DESCRIPTION: I am responsible for accounting and business strategy. SALT LAKE COMMUNITY COLLEGE POSITION: Instructor NATURE: Part Time Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 09/17/2025 ADDRESS: 4600 South Redwood Road, Salt Lake City UT 84123, United States DESCRIPTION: Teaching adults computer related topics e.g. excel, powerBI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-27 |
Reach out to this advisor