Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| NV | RA | APPROVED | 2019-03-21 |
| UT | RA | APPROVED | 2018-08-08 |
Branch Locations
3582 Pioneer Parkway, Santa Clara, UT 84765 • United States
7280 W. Lake Mead Blvd, Las Vegas, NV 89128 • United States
580 West Pioneer Blvd, Mesquite, NV 89027 • United States
2104 West Sunset Blvd., St George, UT 84770 • United States
3451 St Rose Parkway, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Heber | UT | 10/2015 | 10/2016 |
| Jp Morgan Securities Llc | Heber | UT | 10/2015 | 10/2016 |
| Lpl Financial, Llc | St. George | UT | 11/2016 | Present |
| Mountain America Credit Union | St. George | UT | 02/2018 | Present |
1. 3/13/2018 - Mountain America Insurance Services, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 02/16/2018 - 5 Hours Per Month During Securities Trading. 2. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/31/2019 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
Reach out to this advisor