Best Investors
Account
Sign in
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-27 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Group (Usa) Inc. | San Francisco | CA | 04/2007 | 12/2017 |
| Foreside Fund Services, Llc | San Francisco | CA | 06/2010 | 12/2017 |
| The Cynosure Group | Salt Lake City | UT | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-21 |
| S66 | Uniform Combined State Law Examination | 2002-12-04 |
Reach out to this advisor