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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-24 |
| ID | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
1240 E. 2100 South Suite 400, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 08/2012 | 06/2023 |
| Stifel Independent Advisors, Llc | Salt Lake City | UT | 06/2023 | 04/2026 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 04/2026 | Present |
(1) Name of Business: ARC Wealth Management LLC Address: 1240 E 2100 S Ste 400, Salt Lake City, UT, 84106, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 08/23/2012 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: What is your role in relation to this activity? Founder, Partner, Executive Member\n\nWork with my team to grow and manage our wealth management practice and assist in running the small business ARC entails.\n (2) Name of Business: RCR Advisors Address: 4662 South Grosvenor Court, Holladay, UT, 84117, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/23/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Executive Member, Owner\n\nRCR Advisors is my personal operating LLC. All my proceeds and expenses with ARC Wealth Management Flow through.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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