Best Investors
Account
Sign in
Best Investors
Account
Sign in
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-17 |
| ID | RA | APPROVED | 2023-05-18 |
| AZ | RA | APPROVED | 2019-10-09 |
| UT | RA | APPROVED | 2017-12-21 |
Branch Locations
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwa Insurance Services, Llc | Lehi | UT | 07/2009 | Present |
| Allegis Investment Services, Llc | Lehi | UT | 01/2016 | 06/2017 |
| Townsquare Capital, Llc | Provo | UT | 07/2017 | 12/2017 |
| Capital Wealth Advisors, Llc | Lehi | UT | 07/2017 | Present |
1) CWA Insurance Services, LLC, Investment Related, Fixed Insurance, Owner and Insurance Agent, Start 07/2009, 96 hours per month devoted, Fixed insurance sales. 2) Junior Achievement of Utah, Not investment Related, Board Member, Start 02/2016, 5 hours per month devoted, serve as board member 3) Hunt Logic, LLC, Not investment Related, Member, Start 03/2025, 5 hours per month devoted
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-20 |
Reach out to this advisor