Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-05 |
| UT | RA | APPROVED | 2017-05-02 |
Branch Locations
South Jordan, UT • United States
6465 S 3000 E Ste 200, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moffitt Wealth Management | Salt Lake City | UT | 11/2007 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2010 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2017, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 40 HR/TRADING 2) MOFFITT WEALTH MANAGEMENT, 6465 S 3000 E SUITE 200 SALT LAKE CITY UT, 08/2022, OWNER, BUSINESS, NIR, 4 HR/MO 2 HR/MO TRADIING 3) INVESTMENT MANAGEMENT CONSULTANTS, 6465 S 3000 E SUITE 200 SALT LAKE CITY UT, 04/2006, IAR, DBA, INV REL, 40 HR/MO 40 HR/MO TRADING 4) AMAZON AFFILIATE, 3302 Nordic Peak Court, South Jordan UT 84095, United States, 04/18/2025, Amazon Affiliate, Marketing, NIR, 10 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-06 |
Reach out to this advisor