Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-06 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1010 N 500 E Ste 200, North Salt Lake, UT 84054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bountiful | UT | 12/2015 | 12/2017 |
| Papa John's Pizza | North Salt Lake | UT | 12/2017 | 06/2018 |
| Bruno's Landscaping | North Salt Lake | UT | 06/2018 | 09/2018 |
| Unemployed | Bountiful | UT | 09/2018 | 06/2019 |
| Bruno's Landscaping | North Salt Lake | UT | 06/2019 | 09/2019 |
| Davis School District | Bountiful | UT | 09/2019 | 02/2020 |
| Unemployed | Bountiful | UT | 02/2020 | 06/2020 |
| Fedex Ground | North Salt Lake | UT | 06/2020 | 08/2020 |
| Church Of Jesus Christ Of Latter-Day Saints | Denver | CO | 09/2020 | 09/2022 |
| Hello Communications | Bountiful | UT | 09/2022 | 10/2022 |
| Top Flight Logistics | North Salt Lake | UT | 10/2022 | 11/2022 |
| Hill And Mehr Heating And Air Conditioning | Kaysville | UT | 11/2022 | 12/2022 |
| Brd Pest Solutions | Orem | UT | 01/2023 | 08/2023 |
| Thrive Retirement Planning | North Salt Lake | UT | 08/2023 | Present |
| Utah Valley University | Orem | UT | 01/2023 | Present |
I assist Carl Woolston with the servicing of client annuities. I am life and health insurance licensed for the state of Utah. I don't currently sell products directly to clients but focus on assisting the advisor Carl, here at Thrive Retirement Planning. The other business called Whitney and Associates. It is investment related and we operate out of the some office 1010 N 500 E Ste 200, North Salt Lake, UT 84054. My position in this capacity is currently as an assistant to the advisor Carl. I've been an assistant to Carl since August 1, 2023. Insurance focused activities take about 15 hours per month, all occurring during trading hours. I assist with index changes on annuity policies, as well as coordination with clients, and other tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
Reach out to this advisor