Best Investors
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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-16 |
| CO | RA | APPROVED | 2026-03-13 |
| NE | RA | APPROVED | 2026-03-13 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2200 S Main Street, Suite 600, South Salt Lake, UT 84115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 08/2022 | 11/2025 |
| Forever Furniture | West Jordan | UT | 09/2021 | 08/2022 |
| Cozzens Cabinets | Cedar City | UT | 08/2020 | 09/2021 |
| Leavitt Group | Cedar City | UT | 10/2019 | 08/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Bellevue | WA | 08/2017 | 09/2019 |
| K-Diamond Ranch | Panguitch | UT | 06/2013 | 08/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2025 | Present |
*516894 - Amway; Investment related-No; Ada, Michigan; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 80; Business Development/Growth *558619 - Uber Eats; Investment related-No; San Francisco, California; Food Delivery; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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