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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| UT | RA | APPROVED | 2025-04-21 |
Branch Locations
1100 East 6600 South Ste 420, Murray, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Salt Lake City | UT | 05/2005 | 04/2025 |
| Raymond James Financial Services Advisors, Inc | Salt Lake City | UT | 01/2009 | 04/2025 |
| Dishman & Petersen, Inc. | Salt Lake City | UT | 02/2010 | 12/2018 |
| Dpd Advisors,Inc. | Salt Lake City | UT | 12/2011 | 12/2018 |
| 2795 Partners, Llc | Sandy | UT | 12/2018 | Present |
| Utah Wealth Strategies, Inc. | Sandy | UT | 06/2018 | Present |
| Lpl Financial Llc | Murray | UT | 04/2025 | Present |
1)03/14/2025- Real Estate Rental - Landlord - Inv Rel - South Jordan, Ut - Start: 05/2023 - 2 Hr/Mth 2)03/14/2025 - 2795 Partners, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 12/2018 3)03/14/2025 - Utah Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
Reach out to this advisor