Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-08-20 |
| CA | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED | 2019-10-17 |
Branch Locations
299 S Main St 7Th Fl, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 09/2012 | 10/2019 |
| Bank Of America, N.A. | Woodland Hills | CA | 02/2013 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 10/2019 | Present |
RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 8/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 7/10/2019, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 8/13/2020, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 1/15/2021, 1 HOUR PER MONTH, ZERO DURING TRADING. INVESTMENT PROPERTY, INV RELATED, CHUBBUCK, ID, 100% OWNERSHIP, START 5/14/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, RAW LAND. YELLOWSTONE VILLAGE LLC, INV RELATED, CENTERVILLE, UT, 100% OWNERSHIP, START 5/7/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS LAND FOR DEVELOPMENT. VACANT LAND, INV RELATED, POCATELLO, ID, 50% OWNERSHIP, START 12/15/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/4/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/4/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/29/24, 1 HR PER MONTH, 0 HRS DURING TRADING; | PARADISE PROPERTY HOLDINGS, LLC; INV RELATED; CENTERVILLE, UT; 100% OWNERSHIP WITH SPOUSE; 07/2025; 2 HOURS PER MONTH; 0 DURING TRADING; HOLDING COMPANY FOR RETAIL PROPERTY PCB ; INV RELATED; PANAMA CITY BEACH,FL; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 08/06/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - GAP CANYON; INV RELATED; ST. GEORGE, UT; RENTAL;100% OWNERSHIP; START DATE: 08/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| HEBER HOME RENTAL LLC; INV RELATED; CENTERVILLE,UT; RENTAL;50% OWNERSHIP; START DATE: 12/23/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -799; INV RELATED; HEBER CITY,UT; RENTAL;50% OWNERSHIP; START DATE: 01/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
Reach out to this advisor