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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmington Jr High, Davis High School | Farmington | UT | 03/2012 | 06/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | Farmington | UT | 07/2017 | 06/2019 |
| Certified Installs | Salt Lake City | UT | 06/2019 | 07/2020 |
| Weber State University | Farmington | UT | 08/2019 | 03/2022 |
| Synergy Windows | Sandy | UT | 08/2020 | 04/2021 |
| Zagg | Layton | UT | 12/2020 | 02/2021 |
| Fidelity Investments | Salt Lake City | UT | 03/2022 | Present |
| Peak Renovations | Centerville | UT | 06/2020 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
Reach out to this advisor