Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-28 |
Branch Locations
12936 Frontrunner Blvd, Ste 170, Draper, UT 84020 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bill Good Marketing | Salt Lake City | UT | 11/1977 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2014 | 10/2021 |
| Research Financial Strategies | Rockville | MD | 06/2014 | 10/2021 |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 06/2014 | 10/2021 |
| Vanderbilt Advisory Services | Salt Lake City | UT | 10/2021 | Present |
1)BILL GOOD MARKETING INC., NOT INVESTMENT RELATED - OCT. 1977 TO PRESENT - 12393 SOUTH GATEWAY PARK PLACE STE.600 DRAPER, UT 84020, MARKETING FIRM. CHAIRMAN CO-OWNER WITH WIFE, 40 HOURS PER WEEK OF MANAGEMENT. 2) EARN ROYALTIES FROM SCRIBNERS FOR BOOKS PUBLISHED. NON-INVEST. RELATED. 3)SKY HIGH TRAVEL;MOSTLY HANDLES TRAVEL ARRANGEMENTS FOR BILL GOOD MARKETING CLIENTS. 4)RESEARCH FINANCIAL STRATEGIES; 2273 Research Blvd, Suite 101 Rockville, MD 20850; INVESTMENT-RELATED; RECRUIT FINANCIAL ADVISORS FOR RESEARCH FINANCIAL STRATEGIES AND COACH THEM TO IMPROVE THEIR AUM; 06/20/2014; 10-20 HRS PER MONTH;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-04 |
Reach out to this advisor