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 |
|---|---|---|---|
| UT | RA | APPROVED | 2023-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Salt Lake City | UT | 04/2013 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | Salt Lake City | UT | 04/2013 | 03/2020 |
| Zions Bank | Ogden | UT | 03/2023 | Present |
| Lpl Financial Llc | Ogden | UT | 03/2023 | Present |
| Unemployed | Ogden | UT | 03/2020 | 08/2020 |
| Zions Bank | South Ogden | UT | 08/2020 | 08/2022 |
| Zions Bank | Ogden | UT | 08/2022 | Present |
1) 3/2023 - Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / at reported business location. 2) 3/2023 - Zions Bank / Financial Institution Duty / Investment Related / 100 time spent percent / Ogden Utah 84401 3) 3/2023 - ZIONS BANK OR ZB, N.A / Notary / Investment Related / OGDEN, UT 84401
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
Reach out to this advisor