Best Investors
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Account
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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-20 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
5041 Lamart Dr #110, Riverside, CA 92507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott M. Stephan | Murrieta | CA | 10/2009 | Present |
| Allegis Investment Services | Riverside | CA | 05/2016 | 02/2019 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 10/2022 |
| Townsquare Capital Llc | Provo | UT | 05/2019 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
1) FORETHOUGHT MEDICAL RESOURCES, LLC; NON-INVESTMENT RELATED; 35610 ABELIA ST. MURRIETA, CA 92562; MEDICAL SUPPLIES; PRESIDENT; 02/2015; 1% DURING BUSINESS HOURS; DISTRIBUTE MEDICAL INSTRUMENTS AND SUPPLIES FOR SURGERY, FACILITATE CONTRACTS WITH SUPPLIERS AND HOSPITALS 2) STEPHAN INSURANCE AND FINANCIAL SERVICES; INVESTMENT RELATED; 5041 LAMART DR. #110 RIVERSIDE, CA 92507; INSURANCE AND MARKETING NAME FOR SECURITIES BUSINESS; 01/1995; 80% DURING BUSINESS HOURS; SELL INSURANCE AND SERVES AS A MARKETING NAME FOR MY SECURITIES BUSINESS 3) STARTED 5/9/2010-PRESENT;SCOTT M. STEPHAN, OWNER/INDEPENDENT AGENT; FIXED INSURANCE SALES AND SERVICE;LIFE,ANNUITIES, HEALTH,LTC , 25 HRS/WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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