Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-08 |
| UT | RA | APPROVED | 2025-04-01 |
Branch Locations
1371 East 2100 South Suite 215, Salt Lake City, UT 84104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Investment Management Inc. | New York | NY | 09/2014 | 04/2025 |
| J.P. Morgan Institutional Investments Inc. | New York | NY | 10/2014 | 04/2025 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City | UT | 04/2025 | Present |
(1) Name of Business: STS Wealth Management Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole Owner and Managing Member (2) Name of Business: Voyager Wealth Advisors Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Aid with vision for the business, make key decisions, and ensures the company has what it needs to operate and grow (3) Name of Business: Williams, Snow, Belote Address: 1371 E 2100 S Ste 100, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
Reach out to this advisor