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_RES | 2025-04-02 |
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 10/2017 | 10/2020 |
| Fine Design | Provo | UT | 08/2017 | 10/2017 |
| Utah Air National Guard | Salt Lake City | UT | 04/2007 | 10/2017 |
| Peterson Wealth Advisors | Orem | UT | 06/2014 | 12/2016 |
| Firstpurpose Wealth | Orem | UT | 10/2020 | 02/2024 |
| Dfpg Investments, Llc | Sandy | UT | 12/2020 | Present |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
1. Christian Allen Ward-Utah Air National Guard; Non-Investment Related; Salt Lake City, UT; National Defense; Engineering Craftsman; 04/2007; 20 hours/month; 0% during business hours; Traditional Guardsman for the Utah Air National Guard, Supervising, Training, Drafting, & Surveying
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
Reach out to this advisor