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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-09 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2024-11-18 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 07/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2016 | 06/2021 |
| National Securities Corporation | Boca Raton | FL | 06/2021 | 07/2022 |
| National Asset Management | Boca Raton | FL | 06/2021 | 07/2022 |
| B. Riley Wealth Management | Boca Raton | FL | 07/2022 | 10/2024 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 10/2024 |
| Dfpg Investments, Llc | Sandy | UT | 10/2024 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
Reach out to this advisor