Best Investors
Account
Sign in
Best Investors
Account
Sign in
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-08 |
Branch Locations
180 N. University Ave., Suite 150, Provo, UT 84601 • United States
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | South Jordan | UT | 07/2018 | 02/2021 |
| American Express | Salt Lake City | UT | 01/2014 | 07/2018 |
| Pruco Securities, Llc. | Englewood | CO | 02/2021 | 06/2023 |
| Prudential Insurance Company Of America | Englewood | CO | 05/2021 | 06/2023 |
| Massmutual Life Insurance | South Jordan | UT | 06/2023 | 03/2024 |
| Mml Investors Services Llc | South Jordan | UT | 08/2023 | 03/2024 |
| B.O.S.S. Retirement Advisors, Llc | Provo | UT | 04/2024 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-15 |
Reach out to this advisor