Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-25 |
Branch Locations
9980 South 300 West Suite 200, Sandy, UT 84070 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-12-04 |
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 |
|---|---|---|---|---|
| Universal Business Insurance | Sandy | UT | 05/2016 | 02/2018 |
| Vista Treatment Center | Sandy | UT | 11/2017 | 04/2018 |
| Boss Retirement Solutions, Llc | Lehi | UT | 02/2018 | Present |
| Boss Retirement Advisors, Llc | Lehi | UT | 11/2019 | Present |
| Rfg Advisory Llc Dba Capstone Wealth, Llc | Sandy | UT | 08/2026 | Present |
1) Capstone Wealth, LLC; YES; 9980 South 300 West, Suite 200, Sandy, Utah, 84070; DBA; Owner/Founder/Advisor; Start: 08/24/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-27 |
Reach out to this advisor