Best Investors
Account
Sign in
Best Investors
Account
Sign in
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| UT | RA | APPROVED | 2025-06-03 |
Branch Locations
7704 S Creek Rd Ste 250, Sandy, UT 84093 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sandy | UT | 12/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | 05/2025 |
| Dfpg Investments, Llc | Sandy | UT | 05/2025 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 05/2025 | Present |
1.Tate Management, LLC; 2854 Sleepy Hollow Dr. Salt Lake City, Utah 84117, ; member/officer; Not Investment-Related; 4/2015; 1 to 9 hours per month; 0 during trading hours. This is in place to pay my quarterly taxes 2. Hayestough Foundation | Raise money through charity events. 2854 Sleepy Hollow Dr. SLC UT 84117. Investment related: no. 4/2017. Board member. 3. KJZZ sideline reporter | I do sideline reporting for high school football games. 299 South Main Street, Suite 150 Salt Lake City, UT 84111. Member. 11/2012. investment related: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-27 |
Reach out to this advisor