Best Investors
Account
Sign in
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-09 |
Branch Locations
2501 E State Ave. Suite 120, Meridian, ID 83646 • United States
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weaver Wealth Management | Santa Barbara | CA | 11/2007 | 08/2024 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 08/2024 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 08/2024 | Present |
Co-Owner and President of DELux Energy, Inc., a non-investment related electrical business located in Boise, ID. Activity began in 2007 and represents less than ten hours per month generally outside of market trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-03 |
Reach out to this advisor