Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-01 |
| UT | RA | APPROVED | 2018-02-06 |
Branch Locations
1308 N Canyon Creek Pkwy, Spanish Fork, UT 84660 • United States
620 N Main, Ephraim, UT 84627 • United States
1183 West 400 South, Springville, UT 84663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Provo | UT | 11/2017 | Present |
| Mountain America Credit Union | Provo | UT | 08/2014 | Present |
1. 1/17/2018 - MOUNTAIN AMERICA CU - Investment Related - At Reported Business Location(s) - FINANCIAL INSTITUTION DUTY - Associate Wealth Advisor - Start Date: 01/28/2018 - 4 Hours Per Month/1 Hour During Securities Trading - 50%. 2. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/31/2019 - 40 Hours Per Month During Securities Trading 3. 07/28/2023 - Open Air Entertainment Inc. - Not Investment Related - Saratoga Springs, UT - Outside/W-2 Employment - Entertainment Supervisor - Start Date 08/29/2019 - 1 Hour Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
Reach out to this advisor