Best Investors
Account
Sign in
2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-27 |
| UT | RA | APPROVED | 2020-08-05 |
Branch Locations
2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2015 | 05/2017 |
| Bank Of America, N.A. | San Francisco | CA | 08/2016 | 05/2017 |
| Sepio Capital, Llc | Salt Lake City | UT | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-06 |
Reach out to this advisor