Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-21 |
| UT | RA | APPROVED | 2019-07-17 |
Branch Locations
1962 West 12600 South, Riverton, UT 84065 • United States
1704 East State Hwy 92, Lehi, UT 84043 • United States
25 E Crossroads Blvd, Saratoga Springs, UT 84045 • United States
13389 S 5600 W, Herriman, UT 84096 • United States
5382 West Daybreak Parkway, South Jordan, UT 84009 • United States
1345 Eagle Mountain Blvd, Eagle Mountain, UT 84005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Salt Lake City | UT | 08/2002 | 07/2019 |
| Wells Fargo Advisors Llc | Salt Lake City | UT | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 07/2019 |
| Lpl Financial, Llc | Riverton | UT | 07/2019 | Present |
| Mountain American Credit Union | Riverton | UT | 07/2019 | Present |
1. 7/16/2019 - MELALEUCA (All Natural Products) - Investment Related - 4609 West 65th South Idaho Falls, ID 83402 - Direct Sales - Product Advocate - Start Date: 4/24/2019 - Time Spent 1% - Helping families purchase all natural products on the Melaleuca website. 2. 11/18/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/15/2019 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 08/26/2022 - Stateline Metals - Family Business - Not Investment Related - Home Based - Start Date 08/11/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
Reach out to this advisor