Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-16 |
| UT | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intermountain Financial - Mt | Bozeman | MT | 06/2025 | Present |
| Gulliford Sales Company | Burnsville | MN | 12/2017 | 05/2025 |
| Printing Industries Of Utah | Salt Lake City | UT | 05/2016 | 11/2017 |
| Lpl Financial | Bozeman | MT | 06/2025 | Present |
1. Rodan & Fields Association - Outside/W-2 Employment - Not Investment related - At Reported Business Location(s) - Start Date: 04/14/2014 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 2. Intermountain Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - Bozeman, UT 59715 - Start Date: 6/23/2025 - 40 Hrs/Mth - 8-5 Hrs During Trading - Time Spent: 80 3. Danny Boy Entertainment LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - Heber City UT 84032 - Start Date: 06/01/2019 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
Reach out to this advisor