Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-16 |
| UT | RA | APPROVED | 2022-02-16 |
Branch Locations
3165 E. Millrock Drive, Suite 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 02/2022 |
| Lpl Financial Llc | Holladay | UT | 02/2022 | Present |
| Stratos Wealth Partners, Ltd. | Holladay | UT | 02/2022 | Present |
1)12/29/2021 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/29/2021 - Outcome Wealth - DBA for LPL Business (entity for LPL business)- Inv Rel - At Reported Business Location(s) 3)12/29/2021 - 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 | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-29 |
Reach out to this advisor