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
South Jordan, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisers | Salt Lake City | UT | 01/2016 | 03/2019 |
| First Capital Advisors Group | Salt Lake City | UT | 02/2019 | 01/2020 |
| Lincoln Financial Advisors | Radnor | PA | 01/2016 | 03/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2020 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 01/2020 |
| John Bonnemort Insurance Agency | Sandy | UT | 06/2020 | 04/2021 |
| State Farm Vp Management Corp | Sandy | UT | 07/2020 | 04/2021 |
| State Farm Insurance | Sandy | UT | 01/2020 | 06/2020 |
| Fidelity Investments | Salt Lake City | UT | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
Reach out to this advisor