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 | 2024-09-24 |
| UT | RA | APPROVED | 2022-03-01 |
Branch Locations
488 E Winchester St Ste 400, Salt Lake City, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salt Lake | UT | 12/2021 | Present |
| Classic Air Medical | Woods Cross | UT | 03/2018 | 01/2022 |
| Amrg | South Jordan | UT | 01/2016 | 03/2018 |
1) 06/23/2022 - Hideout Ranch - Not Investment Related - 258 S. Center Street Wallsberg, Utah 84082 - Other - Horse Breeding - Start Date - 03/30/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading - Hideout Ranch co-owner 2) 3/7/2023 - Rise Wealth Management and Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/23/2023 - 160 Hours Per Month/130 Hours During Securities Trading 3) 04/24/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 1 Hour Per Month/ During Trading 4) 07/01/2024 - Rise Planning LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 0 Hours Per Month/ During Trading 5) 09/30/2024 - Real Estate Rental - Investment Related - Salt Lake City & Hurricane, UT - Start Date 10/04/2022 - 10 Hours per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
Reach out to this advisor