Best Investors
Account
Sign in
Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-23 |
| GA | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED_RES | 2023-01-30 |
| CA | RA | APPROVED | 2022-12-22 |
| VA | RA | APPROVED | 2022-12-01 |
| ID | RA | APPROVED | 2022-09-09 |
| WA | RA | APPROVED | 2021-10-12 |
| NM | RA | APPROVED | 2020-02-13 |
| UT | RA | APPROVED | 2019-08-05 |
Branch Locations
920 W Heritage Park Blvd Suite 110, Layton, UT 84041 • United States
One American Square, Indianapolis, IN 46282 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc. | Salt Lake City | UT | 04/2011 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| American United Life | Layton | UT | 05/2019 | Present |
| Oneamerica Securities | Layton | UT | 07/2019 | Present |
| Unemployed | Farmington | UT | 02/2019 | 04/2019 |
Non-variable insurance sales (fixed life, fixed annuities, P&C)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-12 |
Reach out to this advisor