Best Investors
Account
Sign in
118 W. Winchester Street Suite 101, Murray, UT 84107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2022-12-14 |
Branch Locations
38 W. 13775 S Suite 300, Draper, UT 84020 • United States
118 W. Winchester Street Suite 101, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Network | El Segundo | CA | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 05/2020 |
| Morgan Stanley Smith Barney Llc | Holladay | UT | 06/2016 | 05/2020 |
| Npb Financial Group, Llc | Sandy | UT | 05/2020 | 07/2022 |
| Mcintyre Investments | Sandy | UT | 01/2022 | 06/2023 |
| Npb Financial Group, Llc | Sandy | UT | 05/2020 | 07/2022 |
| Independent Financial Group, Llc | Sandy | UT | 07/2022 | 10/2022 |
| Cm Investments & Properties Llc | Sandy | UT | 11/2019 | Present |
| Alta Commercial Management | Murray | UT | 06/2022 | 12/2022 |
| Commerce Vibe Llc | Sandy | UT | 01/2019 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2022 | Present |
| Financial Network Wealth Advisors Llc | Murray | UT | 12/2022 | Present |
1. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: IAR START DATE: 1/2022 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: CONDUCTING ADVISORY BUSINESS, ASSET MANAGEMENT; 2. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, AND ANNUITIES; 3. NAME OF OTHER BUSINESS: CM INVESTMENTS & PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: PRINCIPAL, OWNER APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OWN AND MANAGE 5 RENTAL PROPERTIES; 4. NAME OF OTHER BUSINESS: FINANCIAL NETWORK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: KOINS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS 0:; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-02 |
Reach out to this advisor