Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-30 |
| UT | RA | APPROVED | 2019-08-20 |
Branch Locations
13907 S Minuteman Dr Suite 200, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Salt Lake City | UT | 04/2013 | 08/2019 |
| Ramond James Financial Services, Inc | Draper | UT | 08/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Draper | UT | 08/2019 | Present |
| Richards Private Wealth, Llc | Drape | UT | 07/2021 | Present |
(1) Name of Business: Richards Private Wealth, LLC Address: 13907 S Minuteman Dr Ste 200, Draper, UT, 84020, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-22 |
Reach out to this advisor