Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Price | UT | 09/2003 | 12/2025 |
| Gps Wealth Strategies Group, Llc | Price | UT | 03/2017 | 12/2025 |
| Bodec, Inc And Bruno Engineering Pc | Price | UT | 09/2017 | Present |
| Raymond James Financial Services, Inc. | Price | UT | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Price | UT | 12/2025 | Present |
(1)Name of Business: Aspen Wealth Management Address: 49 N 500 E, Price, UT, 84501-2655, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Consulting/Financial advising clients in Utah (2)Name of Business: MB Financial Services, Inc Address: 49 N 500 E, Price, UT, 84501-2655, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Consult for group insurance benefits and establish policies/coverage needed (3)Name of Business: SAG Properties LLC Address: 49 N 500 E, Price, UT, 84501-2655, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the building that my husband and I own. It historically has been used to conduct Aspen Wealth meetings in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-12 |
Reach out to this advisor