Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Taylorsville, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2021 | Present |
| Bank Of America | Kenwood | OH | 02/2021 | 10/2021 |
| Tri-Health | Montgomery | OH | 09/2020 | 02/2021 |
| Carespring Indianspring Healthcare Center | Cincinnati | OH | 06/2020 | 09/2020 |
| Prolink Staffing | Cincinnati | OH | 05/2020 | 07/2020 |
| Paycor | Cincinnati | OH | 05/2019 | 05/2020 |
| General Electric Credit Union | Cincinnati | OH | 03/2016 | 05/2019 |
| Bob Evans | West Chester | OH | 01/2015 | 05/2017 |
| Bjs Resturant Operations | Cincinnati | OH | 01/2018 | 01/2018 |
| Hotel Galvez | Galveston | TX | 05/2017 | 07/2017 |
| Massage Envy | Leagur City | TX | 05/2017 | 05/2017 |
| J.ALexanders | Cincinnati | OH | 01/2017 | 04/2017 |
| Whole Foods | Cincinnati | OH | 08/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
Reach out to this advisor