Best Investors
Account
Sign in
121 N 9Th Street Suite 400, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perspective Wealth Partners, Llc | Boise | ID | 02/2025 | Present |
| True North Advisors | Dallas | TX | 06/2023 | 01/2025 |
| Baylor University | Waco | TX | 08/2019 | 05/2023 |
| Christian High School | El Cajon | CA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
Reach out to this advisor