Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2016-07-26 |
Branch Locations
1031 South Bluff Street Suite 216, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Lehi | UT | 06/2016 | Present |
(1) UHSAA (UTAH HIGH SCHOOL ATHLETICS ASSOCIATION) POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2019 ADDRESS: 199 E 7200 S, Midvale UT 84047, United States DESCRIPTION: Officiate High school Wrestling matches. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2013 ADDRESS: 1031 South Bluff Street, Suite 216, St. George UT 84770, United States DESCRIPTION: UT INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (3) RIDING WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/05/2019 ADDRESS: 1031 South Bluff Street, Suite 216, St. George UT 84770, United States DESCRIPTION: INVESTMENT ADVISER REPRESENTATIVE AT DBA USED FOR MARKETING PURPOSES (4) CAPSTONE CONSULTING GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/14/2016 ADDRESS: 1031 South Bluff Street, Suite 216, St. George UT 84770, United States DESCRIPTION: Agent of DBA Capstone Consulting Group used for marketing purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-04 |
Reach out to this advisor