Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
| ID | RA | APPROVED | 2025-11-11 |
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
160 Second Street Suite 108, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 10/2005 | 11/2020 |
| Citigroup Global Markets Inc | San Francisco | CA | 11/2021 | 12/2022 |
| Unemployed | Hillsborough | CA | 11/2020 | 10/2021 |
| Wells Fargo Bank, Na | Ketchum | ID | 03/2024 | Present |
| Wells Fargo Clearing Services, Llc | Ketchum | ID | 04/2024 | Present |
| Unemployed | Ketchum | ID | 12/2022 | 07/2023 |
| Valley Club | Hailey | ID | 07/2023 | 03/2024 |
| Rfg Advisory Llc Dba Blue Sands Wealth | Ketchum | ID | 11/2025 | Present |
1) Blue Sands Wealth; YES; 100 Spectrum Center Dr., Suite 900, Irvine, CA 92618; DBA; 11/11/2025; 160 hours per month; 160 hours during trading; DBA name for advisory. 2) RFG Advisory LLC; YES; 1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35242; RIA; IAR; 11/11/2025; 160 hours per month; 160 hours during trading; RIA Affiliate 3) RENTAL PROPERTY; INV RELATED; KETCHUM, ID; 100% OWNERSHIP; START 05/22/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
Reach out to this advisor