Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
West Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 11/2021 | Present |
| Healthequity | Draper | UT | 11/2018 | 09/2021 |
| Bed, Bath & Beyond | Layton | UT | 05/2018 | 11/2018 |
| Rc Willey | Salt Lake City | UT | 01/2018 | 05/2018 |
| Wingfoot Services | Layton | UT | 07/2018 | 10/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Sutton Coldfield | 10/2015 | 12/2017 | |
| Airbnb | Murray | UT | 11/2020 | 11/2021 |
| Connexion Point | Sandy | UT | 10/2018 | 11/2018 |
| Fta Transport | West Valley City | UT | 04/2018 | 05/2018 |
| Nexeo | West Jordan | UT | 10/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-19 |
Reach out to this advisor