Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
5201 W Amelia Earhart Dr [Slc Rcast], Salt Lake City, UT 84116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2021 | 01/2023 |
| Mountain America Credit Union | Sandy | UT | 11/2020 | 01/2021 |
| Wells Fargo Bank | Salt Lake City | UT | 11/2013 | 04/2018 |
| Rocky Mountain School Of Baseball | Salt Lake City | UT | 04/2011 | 07/2025 |
| Wells Fargo Bank | Seattle | WA | 09/2018 | 04/2019 |
| Wells Fargo Advisors | Salt Lake City | UT | 04/2019 | 09/2020 |
| Jeremiah Boshard Construction | Escondido | CA | 04/2018 | 09/2018 |
| Morgan Stanley | Sandy | UT | 01/2023 | 08/2023 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 06/2023 | 07/2025 |
| Us Tech Solutions | Salt Lake City | UT | 06/2023 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 09/2025 | Present |
| Utah High School Athletics Association | Salt Lake City | UT | 12/2023 | Present |
| Rocky Mountain Nationals | Longmont | CO | 11/2023 | Present |
| Su Baseball | St. George | UT | 04/2023 | Present |
(A) 1. Rocky Mountain School of Baseball 2. Investment Related:No 3. Providence, UT 4. Sports Officiating 5. Employee 6. 04/01/2010 7. Hours devoted to business:30 8. Hours devoted during Securities business:0 9. Umpire duties (B) 1. Instacart 2. Investment Related:No 3. San Francisco, CA 4. Food and Grocery Delivery 5. Employee 6. 12/01/2020 7. Hours devoted to business:35 8. Hours devoted during Securities business:0 9. Drive and deliver food. Company is based in CA and I work in UT. (D) 1. Rental Property 2. Investment Related:No 3. Utah 4. Renting rooms to others 5. Owner 6. 03/22/2021 7. Hours devoted to business:5 8. Hours devoted during Securities business:0 9. Landlord UTAH HIGH SCHOOL ATHLETIC ASSOCIATION, NOT INV RELATED, MIDVALE, UT, WRESTLING REFEREE, START DATE: 12/4/23, 25 HRS PER MONTH, 0 HRS DURING TRADING; RENTAL PROPERTY-3400; INV RELATED; WEST VALLEY CITY,UT; RENTAL;100% OWNERSHIP; START DATE: 08/01/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
Reach out to this advisor