Best Investors
Account
Sign in
Best Investors
Account
Sign in
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-15 |
Branch Locations
3333 N Digital Drive #700, Lehi, UT 84043 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2012 | 01/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 09/2012 | 01/2018 |
| Foresight Wealth Management, Llc | Draper | UT | 01/2018 | 11/2022 |
| Houzd Mortgage (Previously Alv Mortgage) | Draper | UT | 06/2020 | Present |
| Drive Wealth Advisers | Lehi | UT | 10/2022 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2025 | Present |
1) INSURANCE AGENT Doing Business as Longhorn Financial| Investment Related: Yes | Position Held: Sales Agent | Address: 3333 Digital Dr. Lehi, UT 84043 | Start Date: 09/03/2012 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 10 Hrs | Approx Trading Hrs Per Mth: 10 Hrs | Description of Duties: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS. 2) Mortgage Loan Originator | Houzd Mortgage (Previously ALV Mortgage) | 11550 S. 700 E. Draper, UT 84020 | Start Date: 06/01/2020 | 5 Hrs/Month/Trading | Originate Mortgages.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-03 |
Reach out to this advisor