Best Investors
Account
Sign in
Best Investors
Account
Sign in
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-16 |
| UT | RA | APPROVED | 2024-03-04 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Salt Lake City | UT | 08/2010 | 09/2017 |
| Bruce A Lefavi Securities, Inc | Salt Lake City | UT | 09/2017 | 10/2018 |
| Edward Jones | St Louis | MO | 07/2019 | 04/2022 |
| Unemployed | Salt Lake City | UT | 10/2018 | 07/2019 |
| Dfpg Investments, Llc | Sandy | UT | 05/2022 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
Diversify Insurance, Inc.; Non-investment related; Sandy, UT; Insurance; Financial Advisor; 05/2022; 1% during business hours; Selling life insurance to individuals as part of their financial plan where suitable. Explain benefits and costs and help apply to an individual's particular situation and financial plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
Reach out to this advisor