Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
489 S. Jordan Pkwy Suite 310, South Jordan, UT 84095 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Divergent Wealth Advisors, Llc | South Jordan | UT | 07/2021 | 08/2024 |
| Paradigm Life | Salt Lake City | UT | 05/2014 | 10/2024 |
| Dc Fof 2 Gp, Llc | South Jordan | UT | 05/2022 | 11/2023 |
| Dc Fof 3 Gp, Llc | South Jordan | UT | 05/2022 | 11/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 11/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
William A. Street is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. Street for insurance related activities. This presents a conflict of interest because Mr. Street may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
Reach out to this advisor