Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED_RES | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jordan | UT | 12/2010 | 12/2020 |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 03/2017 | 09/2018 |
| Fidelity Investments | Salt Lake City | UT | 12/2020 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-03 |
Reach out to this advisor