Best Investors
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Account
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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-29 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 05/2013 | 09/2020 |
| Wells Fargo Bank, Na | Draper | UT | 02/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Draper | UT | 02/2023 | 10/2023 |
| Wyndham Capital | Sandy | UT | 11/2020 | 09/2021 |
| Angel Oak Home Loans | Salt Lake City | UT | 09/2021 | 10/2022 |
| Unemployed | Murray | UT | 10/2022 | 02/2023 |
| Morgan Stanley | Sandy | UT | 10/2023 | 05/2025 |
| Sofi Securities Llc | Cottonwood Heights | UT | 09/2025 | Present |
| Sofi Wealth Llc | Cottonwood Heights | UT | 09/2025 | Present |
| Unemployed | Sandy | UT | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-30 |
| S66 | Uniform Combined State Law Examination | 2014-07-02 |
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