Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
| UT | RA | APPROVED | 2023-05-10 |
Branch Locations
2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Salt Lake Cit | UT | 05/2005 | 05/2023 |
| Raymond James & Associates, Inc. | Salt Lake City | UT | 05/2023 | Present |
(1)Name of Business: Blackberry Pad LLC Address: 3634 South 2500 East, Millcreek UT , UT, 84109, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% ownership in Home located in Garden City Ut next to Bear Lake. (2)Name of Business: Canyon Center Apartments Address: 3634 South 2500 East , Millcreek , UT, 84109, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/21/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Stillwater LLC Address: 3634 South 2500 East, Millcreek, UT, 84109, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/10/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchased rental property with large garage in back of home for rental. The garage in back is for housing my family motor boat.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
Reach out to this advisor