Best Investors
Account
Sign in
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Flagship Financial Group | Lehi | UT | 01/2016 | 12/2016 |
| Not Employed | West Jiordan | UT | 12/2016 | 01/2017 |
| Ranlife Home Loans | Sandy | UT | 01/2017 | 07/2018 |
| Primary Residential Mortgage | Pleasant Grove | UT | 07/2018 | 12/2018 |
| United Parcel Service | Orem | UT | 10/2018 | 12/2018 |
| Fidelity Brokerage Services, Llc | American Fork | UT | 01/2019 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 05/2023 | 07/2025 |
| Wells Fargo Bank, Na | Salt Lake City | UT | 05/2023 | 07/2025 |
| Onset Financial | Draper | UT | 06/2022 | 05/2023 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 07/2025 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
Reach out to this advisor