Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| UT | RA | APPROVED | 2026-01-30 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2022 | 06/2023 |
| The University Of Alabama | Tuscaloosa | AL | 08/2021 | 12/2021 |
| Olive Garden | Tuscaloosa | AL | 08/2019 | 07/2021 |
| Great American Cookie (Cookie Place Inc) | Tuscaloosa | AL | 08/2018 | 01/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2020 | 12/2021 |
| Shelton State Community College | Tuscaloosa | AL | 08/2018 | 05/2020 |
| The University Of Montevallo | Montevallo | AL | 08/2017 | 05/2018 |
| Bent Brook Golf Course | Bessemer | AL | 08/2016 | 12/2016 |
| Mcadory High School | Bessemer | AL | 08/2013 | 05/2017 |
| Morgan Stanley | Sandy | UT | 01/2023 | 06/2023 |
| Teton Wealth Group Llc | Murray | UT | 07/2023 | 12/2025 |
| Morgan Stanley | Sandy | UT | 01/2026 | Present |
| Melvins Public House | Heber City | UT | 08/2025 | 12/2025 |
*675575- Personal Website; Investment related: No; Heber, Utah; Retail/Online Stores; Self managed website (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 2; Customer Service *677269- Spotify podcast: Meandering Moments; Investment related: No; Heber, Utah; Art/Culture, Recreation; Host (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 10; Just recording when I am off work *677766 - Utah Insurance Department for Utah Life and Health; Investment related: No; Taylorsville, Utah; Insurance; Obtained license(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 0; Have license
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
Reach out to this advisor