Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
| UT | RA | APPROVED | 2026-05-28 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zupas Cafe | Holladay | UT | 02/2016 | 02/2017 |
| Schooling | Murray | UT | 02/2017 | 04/2018 |
| Valeo Home Health And Hospice | Salt Lake City | UT | 04/2018 | 07/2022 |
| Fidelity Investments | Salt Lake City | UT | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-22 |
Reach out to this advisor