Best Investors
Account
Sign in
Best Investors
Account
Sign in
109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| UT | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Spike Powersports | Tremonton | UT | 06/2014 | 10/2017 |
| Lds Mlssion | Fort Collins | CO | 10/2017 | 10/2019 |
| Roolee | Logan | UT | 10/2019 | 03/2020 |
| Vivint Smart Home | Provo | UT | 03/2020 | 10/2023 |
| Jb Accounting And Tax | Providence | UT | 10/2023 | Present |
| Ignite Planners Llc | San Clemente | CA | 11/2024 | Present |
1.) JB Accounting and Tax; Non-Investment Related; 200 N Gateway Dr Suite A, Providence, Utah 84332; Accounting Firm; Tax Accountant; Start Date: 10/15/2023; 160 hours per month; 3 hours per day; Assigned clientele that I offer tax account services to.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
Reach out to this advisor