Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-05-16 |
Branch Locations
757 W 700 S, Woods Cross, UT 84087 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Draper | UT | 02/2016 | 05/2018 |
| Ars Investment Advisors, Inc. | South Jordan | UT | 05/2018 | 03/2020 |
| Allstate | Lincoln | NE | 12/2015 | 05/2018 |
| Personal Economics Financial Group, Llc | Woods Cross | UT | 09/1991 | Present |
| Townsquare Capital Llc | Woods Cross | UT | 03/2020 | 05/2023 |
| Simplicity Wealth | Woods Cross | UT | 05/2023 | Present |
Personal Economics Financial Group; investment related, Address: 757 W 700 S Woods Cross, UT 84087; Insurance Agent; 8/1/1991; approximate number of hours/month you devote to the other business Number of hours per month devoted: 8 hrs; Duties: Continue to service existing annuity, life and disability insurance clients. Hoyt Scott Robey; investment related, Address: 757 W 700 S Woods Cross, UT 84087; Licensed independent insurance agent, 8/1/1991; approximate number of hours/month you devote to the other business Number of hours per month devoted: 8 hrs; Duties: Continue to service existing annuity, life and disability insurance clients, insurance company sales and service of life insurance and annuity products. American Financial Education Alliance; non investment related; Address: 349 Copperfield Blvd NE STE-L #106, Concord, NC 28025; 01/2017; Member President, Duties: Offering education, no product, no compensation. 8/1/1991-PRESENT Personal Economics; Owner; Address: 757 W 700 S Woods Cross, UT 84087; Duties: Continue to service existing annuity, life and disability insurance clients.; Percent time devoted: 5%; Number of hours per month devoted: 8 hrs;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
Reach out to this advisor