Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| UT | RA | APPROVED | 2023-11-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2016 | 09/2023 |
| Goldenwest Fcu | Ogden | UT | 06/2016 | 09/2023 |
| Wingfoot | North Salt Lake | UT | 06/2017 | 09/2017 |
| Lpl Financial Llc | Kaysville | UT | 05/2022 | 10/2023 |
| Ufirst Credit Union | Salt Lake City | UT | 10/2023 | 04/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | Present |
| Canyon View Credit Union Dba Canyon View Financial Services | Salt Lake City | UT | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: CANYON VIEW CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 04/2025; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: PROCESSING AND RECOMMENDING ANNUITY BUSINESS FOR CLIENTS AND PROSPECTS; 2. NAME OF OTHER BUSINESS: CANYON VIEW CREDIT UNION DBA CANYON VIEW FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL PROVIDING FINANCIAL SERVICES ON CREDIT UNION PREMISES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-18 |
Reach out to this advisor