Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| UT | RA | APPROVED | 2024-11-14 |
Branch Locations
5353 S. 960 E Suite 235, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | South Jordon | UT | 08/2018 | 11/2024 |
| Avalon Health Care Group | Salt Lake City | UT | 10/2012 | 05/2019 |
| Prudential Insurance Company Of America | South Jordon | UT | 12/2018 | Present |
| Lpl Enterprise, Llc | Midvale | UT | 11/2024 | Present |
1) 10/09/2024 - American Cancer Society - I serve on the advisory board for the Utah Chapter of the American Cancer Society and provide support for their fundraising, cancer control and advocacy goals - Non-Profit Board Member - Non Inv Related - At SALT LAKE CITY, UT - Start Date 01/15/2020 - 5hrs/mth - 0hrs/mth During Trading 2) 10/09/2024 - Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter Saints - I am the Assistant Stake Clerk - Finance for my stake in The Church of Jesus Christ of Latter-Day Saints - Non Inv Related - At SALT LAKE CITY, UT - Start Date 08/18/2023 - 8hrs/mth - 0hrs/mth During Trading 3) 10/09/2024 - Craig Madison Groutage - Immediate family - Act in a Fiduciary Capacity - Non Inv Related - At SALT LAKE CITY, UT - Start Date 08/18/2023 - 1hrs/mth - 0hrs/mth During Trading 4) 10/09/2024 - Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints - I am the Assistant Stake Clerk - Finance for my stake in The Church of Jesus Christ of Latter-Day Saints - Non-profit volunteer (not on board) - Non Inv Related - At SALT LAKE CITY, UT - Start Date 08/18/2023 - 8hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-15 |
Reach out to this advisor