Best Investors
Account
Sign in
102 S. 200 E. Suite 100, Salt Lake City, UT 84111-3110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-05 |
Branch Locations
102 S. 200 E. Suite 100, Salt Lake City, UT 84111-3110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University | Provo | UT | 08/2017 | 12/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 07/2015 | 07/2017 |
| San Diablo Churros | Draper | UT | 08/2017 | 01/2019 |
| Myeducator Llc | Orem | UT | 01/2019 | 05/2020 |
| Fidelity Brokerage Services Llc | American Fork | UT | 05/2020 | 11/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | 02/2021 |
| Outcode Software | Draper | UT | 01/2022 | 04/2022 |
| Myeducator | Orem | UT | 02/2021 | 11/2021 |
| Securities America, Inc. | Salt Lake City | UT | 04/2022 | 06/2024 |
| Smedley Financial Services | Salt Lake City | UT | 03/2022 | Present |
| Osaic Wealth, Inc. | Salt Lake City | UT | 06/2024 | Present |
1. PT MANAGEMENT & HOLDINGS POSITION: Owner and Manager NATURE: Rental real estate and property management on a property owned INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 3760 S Carlisle Park Pl, Unit 3, South Salt Lake UT 84119, United States DESCRIPTION: Renting out the property to tenants, managing, and maintaining the rental property 2. SMEDLEY FINANCIAL POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/30/2022 ADDRESS: 102 S 200 E, Suite 100, Salt Lake City UT 84110, United States DESCRIPTION: Advising and recommending insurance policies for clients 3. SMEDLEY FINANCIAL SERVICES, INC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 03/30/2022 ADDRESS: 102 S 200 E, Suite 100, Salt Lake City UT 84110, United States DESCRIPTION: Financial planning and advising for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-11 |
Reach out to this advisor