Best Investors
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Account
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5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
Millcreek, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 03/2021 | 01/2025 |
| Brighton Recovery Center | Salt Lake City | UT | 09/2019 | 02/2021 |
| Ernst & Young Llp | Salt Lake City | UT | 10/2016 | 08/2019 |
| Sports Mall Athletic And Racquet Club | Murray | UT | 06/2012 | 10/2016 |
| Bridge Generations Wealth Management | South Miami | FL | 05/2024 | Present |
1) Wasatch Mountain Club; Not investment-related; 1390 1100 E, Suite 103, Salt Lake City, UT 84105; Non-profit organization; Co-Treasurer; 4/2023; 5 hours/month devoted; 0 hours during securities trading hours; File taxes, prepare books, and present financials to the Board of Directors. 2) Bridge Generations Wealth Management LLC; Investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Registered investment adviser; Investment Adviser Representative; 5/2024; 30 hours/month devoted; 10 hours during securities trading hours; Investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-10 |
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