Best Investors
Account
Sign in
Best Investors
Account
Sign in
1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2024-05-06 |
| UT | RA | APPROVED | 2020-03-26 |
Branch Locations
1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tencap Wealth Coaching, Llc | South Jordan | UT | 03/2020 | Present |
| Wealtharbor, Llc | Sandy | UT | 09/2020 | Present |
| Nicholas Carrigan, Sole Proprietor | South Jordan | UT | 01/2021 | 03/2022 |
| Kpmg | New York | NY | 01/2020 | 03/2020 |
| Full-Time Student | Provo | UT | 09/2009 | 08/2020 |
Full Legal Business Name: Wealtharbor, LLC Is the Business investment-related? (yes/no) Yes Address: Sandy, UT What is the nature of the other business: Business consulting to advisors on business systems. Fixed Insurance Products and Sales. Your position, title, or relationship: Owner/Insurance Agent/Consultant Start date of your relationship: 09/2020 Approximate hours a month spent on the other business 30 Approximate hours during trading spent on the other business 30 Briefly describe your duties relating to the other business: Business consulting services. Fixed Insurance Products and Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
Reach out to this advisor