Best Investors
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Account
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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-04-25 |
Branch Locations
350 E Center Street Suite 100, Provo, UT 84606 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Financial | Provo | UT | 01/2003 | Present |
| Capital Asset Advisory Services | Haslett | MI | 01/2013 | 07/2019 |
| Townsquare Capital Llc | Provo | UT | 07/2019 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
1) Licensed Insurance Agent, Investment Related, Insurance Agent, Start-2001, 77 HPM, 2.5 HPM during trading, meet with clients/ prospects, research products, financial planning. 2) Smart Financial, Investment Related, CEO. Start 2001- 50 HPM, 2 HPM during trading, meet with clients/ prospects, research products, financial planning. 3) CKJ Real Estate, self, non investment related. Start 2015, president of LLC that holds rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-03 |
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