Best Investors
Account
Sign in
Best Investors
Account
Sign in
620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
| FL | RA | APPROVED | 2026-07-14 |
| NY | RA | APPROVED | 2026-07-10 |
| RI | RA | APPROVED | 2026-07-10 |
| MA | RA | APPROVED | 2026-07-09 |
| UT | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-06-24 |
| CT | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED_RES | 2026-06-24 |
Branch Locations
3 Edgewater Drive Suite 103, Norwood, MA 02062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Norwood | MA | 07/2011 | 06/2026 |
| Transamerica Financial Advisors, Inc | Norwood | MA | 01/2012 | 06/2026 |
| Lspn Pro, Llc. | Lindon | UT | 09/2021 | Present |
| Heartland Institude Of Financial Education | Greenwood Village | CO | 07/2025 | Present |
| Summit Global Investments, Llc | Norwood | MA | 06/2026 | Present |
LSPN PRO, LLC.|NOT INVESTMENT RELATED|09.01.21|100 N. STATE ST. SUITE B. LINDON, UT 84042|ESTATE PLANNING SERVICES|INDEPENDENT REP|CLIENT COMMUNICATIONS, MARKETING AND REFERRING POTENTIAL CLIENTS|5 HRS A MONTH|1 HR DURING SECURITIES TRADING HEARTLAND INSTITUDE OF FINANCIAL EDUCATION POSITION: College Coaching Consultant NATURE: Providing bundled professional services with emphasis on education planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 8301 East Prentice Ave., Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: Client communications, follow up with client issues, provide education on college education planning issues, connect client/student with college planning coach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
Reach out to this advisor