Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Woods Cross, UT • United States
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | North Salt Lake | UT | 02/2015 | 01/2017 |
| Transamerica Investors Securities Corporation | North Salt Lake | UT | 03/2015 | 01/2017 |
| Prudential Insurance Company Of America | Englewood | CO | 02/2017 | 12/2017 |
| Pruco Securities, Llc | Englewood | CO | 02/2017 | 12/2017 |
| Raymond James Financial Services, Inc. | South Jordan | UT | 12/2017 | 12/2018 |
| Securitiy Service Investment Group | Salt Lake City | UT | 12/2017 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | South Jordan | UT | 12/2017 | 12/2018 |
| Security Service Federal Credit Union | Salt Lake City | UT | 12/2017 | 12/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
Reach out to this advisor