Best Investors
Account
Sign in
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-07-21 |
| ID | RA | APPROVED | 2017-07-11 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 06/2012 | 10/2017 |
| Townsquare Capital, Llc | Provo | UT | 07/2017 | Present |
| Allegis Investment Services, Llc | Idaho Falls | ID | 05/2014 | 06/2017 |
| Townsquare Capital, Llc | Provo | UT | 04/2017 | 03/2020 |
| Townsquare Capital | Provo | UT | 03/2020 | Present |
UI Charitable Advisors Yes 3507 N University Ave, Suite 125, Provo, UT 84604 Board of Directors I sit on the Board for UI 1/1/2023 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-30 |
Reach out to this advisor