Best Investors
Account
Sign in
Best Investors
Account
Sign in
10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-30 |
Branch Locations
10050 South State Street, Sandy, UT 84070 • United States
10050 South State Street, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Millennium Insurance Group | Sandy | UT | 10/2018 | 03/2021 |
| New Millennium Group | Sandy | UT | 08/2020 | 03/2021 |
| Symantec | Draper | UT | 04/2017 | 10/2018 |
| Costco | Lehi | UT | 10/2015 | 10/2016 |
| Utah Army National Guard | Bluffdale | UT | 08/2014 | 08/2022 |
| Utah Valley University | Orem | UT | 05/2013 | 04/2018 |
| Massmutual Life Insurance Company | Lehi | UT | 05/2021 | 03/2022 |
| Mml Investors Services Llc | Lehi | UT | 06/2021 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | 01/2024 |
| Sterling Financial Group | Salt Lake City | UT | 03/2022 | 01/2024 |
| Unemployed | Sandy | UT | 03/2021 | 05/2021 |
| New Millennium Group | Sandy | UT | 01/2024 | Present |
1. Fixed insurance sales; as of 03/28/2022; 25% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
Reach out to this advisor