Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Ut Real Estate License | South Weber | UT | 01/2008 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 05/2015 | 05/2025 |
| Lpl Financial Llc | Ogden | UT | 05/2025 | Present |
| America First Credit Union | Ogden | UT | 05/2025 | Present |
1) 04/2025 - America First Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month 2) 04/2025 - One Hour Heating and Air Of Ogden; Legal Name McFarland Family Heating and Air LLC / Business Owner / Non Inv Related / Start date 07/18/2024 -32 hrs per month 3) 04/2025 - Living The Dream Vacation Rentals / Business Owner / Inv Related / South Ogden , UT / Start date 11/09/2022 - 7 hrs per month 4) 04/2025 - Bonneville High Mountain Bike Team / Coach/ Sports/ Fitness / Non Inv Related / Washington Terrace, UT / Start date 03/02/2023 - 24hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-18 |
Reach out to this advisor