Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Holladay, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corner Canyon High School | Draper | UT | 10/2014 | 06/2018 |
| Jiffy Lube | Draper | UT | 03/2017 | 05/2017 |
| Utah State University | Logan | UT | 01/2019 | 12/2019 |
| Utah State University | Logan | UT | 08/2018 | 05/2021 |
| Taylors Boats, Inc | Draper | UT | 05/2019 | 08/2019 |
| Taylors Boats, Inc | Draper | UT | 01/2020 | 06/2020 |
| Oakley Off-Road | Sandy | UT | 07/2020 | 12/2020 |
| Bamboohr | Lindon | UT | 08/2021 | 07/2022 |
| Fidelity Investments | Durham | NC | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-01 |
Reach out to this advisor