Best Investors
Account
Sign in
Best Investors
Account
Sign in
3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-16 |
| ID | RA | APPROVED | 2021-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Financial Services | Ammon | ID | 09/2014 | Present |
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 01/2016 | 03/2018 |
| Jordan Cal, Llc | Idaho Falls | ID | 01/2012 | 06/2021 |
| Townsquare Capital, Llc | Provo | UT | 01/2018 | 01/2022 |
| Journey Retirement Planning And Investment Management, Llc | Ammon | ID | 04/2021 | Present |
| Jordan Cal, Llc | Iona | ID | 01/2012 | Present |
(1) 09/2014-PRESENT; JOURNEY FINANCIAL SERVICES; CHIEF OPERATIONS OFFICER; SALARY; 160 HRS PER MONTH; 20 HR PER MONTH OFFERING LIFE AND ANNUITIES (2) 1/2012 Jordan Cal, LLC; Owner/Operator; Consulting Firm; Non Investment Related; 5391 E Elliott, Iona ID 83427; 30 hours/month; 0 hours/during trading; Provides clients with organizational business advice as well as graphic design services. (2) 7/2022 Champ's Heart; Board of Directors; 501(c)3 Non profit equine encounters for special needs children; Non - Investment Related; 2184 Channing Way, # 252, Idaho Falls, ID 83404; 30 hours/month; 0 hours/during trading; Voting board member responsible for marketing and website.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
Reach out to this advisor