Best Investors
Account
Sign in
Best Investors
Account
Sign in
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-24 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 01/2014 | 09/2021 |
| Morgan Stanley | Menlo Park | CA | 09/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2022 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 03/2023 | 04/2024 |
| Sigma Financial Corp | Ann Arbor | MI | 04/2024 | 10/2025 |
| Sofi Securities Llc | Cottonwood Heights | UT | 10/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 10/2025 | Present |
CJD, LLC; NOT INV. RELATED; SALT LAKE CITY,UT; 100% OWNERSHIP; START DATE 04/03/2023; NUMBER OF HOURS PER MONTH 16; NUMBER OF HOURS DURING TRADING 0; CREATING MUSIC CONTENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-21 |
Reach out to this advisor