Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Salt Lake City | UT | 07/2015 | 12/2025 |
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 12/2025 |
| Lpl Financial, Llc | Holladay | UT | 12/2025 | Present |
| Stratos Wealth Partners, Ltd. | Holladay | UT | 12/2025 | Present |
1. 12/2025 - Stratos Wealth Partners - 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: 12/05/25 2. 12/2025 - Outcome Private Wealth - 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: 12/05/25 3. 12/2025 - Notary - Notary - Inv Related - 02 Hour(s)/Month - 00 Hour(s) During Trading - Sandy, UT, 84093 - OBA Start Date: 10/09/2022 4. 12/2025 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-28 |
Reach out to this advisor