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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-15 |
| ID | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
201A Concourse Blvd, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 02/2020 | 10/2022 |
| Yan Kalika Dental Corporation | West Sacramento | CA | 10/2018 | 08/2019 |
| Enjoy Technology | Menlo Park | CA | 09/2014 | 10/2018 |
| Home With Kids | Santa Rosa | CA | 08/2019 | 02/2020 |
| Dfpg Investments, Llc | South Jordan | UT | 10/2022 | Present |
| Diversify Wealth Management, Llc | South Jordan | UT | 08/2026 | Present |
1)304 SUTTON PLACE LLC UNDER THE STAPLETON FAMILY TR; INVESTMENT-RELATED;No. SANTA ROSA, CA; OWNER, 6/1/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. 2) FIXED INSURANCE; NON-INVESTMENT RELATED; CALIFORNIA; FIXED INSURANCE SALES; AGENT; 08/2021; 1% DURING BUSINESS HOURS; OFFERING AND SELLING FIXED INSURANCE CONTRACTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
Reach out to this advisor