Best Investors
Account
Sign in
Best Investors
Account
Sign in
3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 03/2017 | 11/2021 |
| Drive Wealth Advisers | Lehi | UT | 11/2021 | Present |
| Blue Diamond Capital | Provo | UT | 11/2021 | Present |
| Tula Health, Inc. | Farmington | UT | 01/2024 | Present |
1) INDEPENDENT INSURANCE AGENT - 3333 N Digital Dr. STE 700, Lehi, UT 84043 - 08/2018 START - Investment Related - AGENT - 1 HRS/MO During Trading - Fixed Life Insurance Sales 2) BLUE DIAMOND CAPITAL - 180 N University Ave, STE 250, Provo UT 84601 - 11/2021 Start - Investment Related - Manager of Family Office Services - 80 HRS/MO During Trading 3) TULA HEALTH, INC. - 686 North Arbinger Way, Suite 300, Farmington, UT 84025 - 01/2024 Start - Not Investment Related - Independent Contractor - 20 HRS/MO/During Trading - Administrative Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-22 |
Reach out to this advisor