Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
| UT | RA | APPROVED | 2023-11-03 |
Branch Locations
201 S Main St Floor 13, 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 | Provo | UT | 01/2020 | 10/2023 |
| Mezy | Lehi | UT | 05/2018 | 01/2020 |
| Utah Valley University | Orem | UT | 08/2018 | 05/2019 |
| Rcm Investments | Provo | UT | 09/2016 | 03/2017 |
| Arista | Las Vegas | NV | 05/2017 | 08/2017 |
| Desert Rose Capital Management | Orem | UT | 01/2018 | 01/2020 |
| The More Good Foundation | Orem | UT | 10/2015 | 01/2017 |
| Lindon Aquatic Center | Lindon | UT | 03/2016 | 10/2016 |
| Bank Of America, N.A. | Provo | UT | 03/2020 | 10/2023 |
| Utah Valley University | Orem | UT | 01/2021 | 05/2023 |
| Utah Valley University | Orem | UT | 08/2010 | 05/2023 |
| Jpmorgan Chase Bank, Na | Salt Lake City | UT | 10/2023 | Present |
| Jpmorgan Securities Llc | Salt Lake City | UT | 10/2023 | Present |
Entity Name: Utah Valley University Investment related: No Address: 800 W university Parkway Orem utah 84058 Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adjunct professor Entity Name: UVU Gift Planning Advisory Board Investment related: No Address: 800 W University Pkwy, Orem, UT 84058 https://www.uvu.edu/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Advisory Board members are to A.) provide advice to the UVU Gift Planning Department and Institutional Advancement division on matters pertaining to gift planning, such as complex and multi aspect gifts, and b) support the University's annual gifting efforts through personal philanthropy .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
Reach out to this advisor