Best Investors
Account
Sign in
Best Investors
Account
Sign in
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
Branch Locations
1062 E. Riverside Dr Suite 202, Saint George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. George | UT | 01/2019 | 06/2019 |
| Nexeo | St George | UT | 05/2014 | 10/2017 |
| Unemployed | St George Utah | UT | 10/2016 | 05/2017 |
| Renassaince Granite | St George | UT | 06/2017 | 01/2018 |
| Unemployed | St George Utah | UT | 01/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint George | UT | 08/2019 | 07/2026 |
| Bank Of America, N.A. | Saint George | UT | 10/2019 | 07/2026 |
| Lpl Financial Llc | Saint George | UT | 07/2026 | Present |
| Western Wealth Management, Llc | Golden | CO | 07/2026 | Present |
1. 06/2026 – Western Wealth Advisors – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 7/1/2026 2. 06/2026 – Cornerstone Wealth Management – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 7/1/2026 3. 06/2026 – Western Wealth Management – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 7/1/2026 4. 07/13/2026 - bartholomew investments llc - DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month/ During Trading – At Reported Business Location (s) – OBA Start Date: 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-06 |
Reach out to this advisor