Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-17 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Financial | Sandy | UT | 08/2016 | 02/2017 |
| E*Trade Financial | Sandy | UT | 02/2017 | 05/2017 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2017 | 05/2017 |
| Decker Retirement Planning Inc. | Kirkland | WA | 05/2017 | 11/2022 |
| Teton Wealth Group, Llc | Murray | UT | 08/2022 | 08/2023 |
| Carson Wealth | Midvale | UT | 09/2023 | 09/2024 |
| Cwm, Llc Dba Carson Wealth | Midvale | UT | 09/2023 | 08/2024 |
| Signal Wealth, Llc | Midvale | UT | 09/2023 | 09/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2024 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
Reach out to this advisor