Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-10-17 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
178 S. Main #1, Gunnison, UT 84634 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moonstone Investements Llc | Centerfield | UT | 10/2009 | Present |
| Person 2 Person Financial Advantage | Centerfield | UT | 10/2015 | Present |
| First National Investment Advisors | Centerfield | UT | 11/2016 | 07/2017 |
| Intervest International Equities, Corp | Centerfield | UT | 11/2015 | 11/2016 |
| Intervest International, Inc | Centerfield | UT | 02/2016 | 11/2016 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2017 | Present |
1) dba JoLyn Chappell - 315 N. 400 E., Centerfield, UT 84622 - Wealth Management, Financial Planning, and Retirement Planning - Owner - Investment Related - Start Date: 10/2017 2) Person2Person Financial Advantage - 315 N. 400 E., Centerfield, UT 84622-Insurance Sales- Start Date: 12/10/2015 - Owner - 40 Hours / Week 3) Moonstone Investment, LLC - 315 N. 400 E., Centerfield, UT 84622 - Ownership and Management of Rental Properties - Start Date: 10/2009 - 4 hr/month 4) Integrated Trusts Systems - 178 S. Main, #1, Gunnison, UT 84634 - Platform to create a trust and will via online and phone call with a specialist - Sales Agent - Start Date: 04/2017 - 2 hr/month 5) Hobby Farm; Not investment Related; 315 N 400 E Centerfield and 185 W 400 North Centerfield UT; Owner; 10/2009 40Hrs/Mo 6) Nedley Recovery Program; Not investment Related; 550 S 300 E St, Gunnison, UT; Volunteer to conduct 8-week courses of Nedley DARP and follow-up; Associate Director; 9/202; 12hours a month for 2 8 week courses a year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-18 |
Reach out to this advisor