Best Investors
Account
Sign in
195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-14 |
Branch Locations
195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Capital, Llc | New York | NY | 01/2013 | 11/2017 |
| Drive Wealth Management, Llc | Lehi | UT | 12/2017 | 05/2025 |
| Aeiou 2, Llc | Pleasant Grove | UT | 08/2011 | Present |
| Independent Certified Public Accountant | Pleasant Grove | UT | 01/2013 | Present |
| Family Office Tax Services Llc, Dba As Conor & Taylor | Pleasant Grove | UT | 04/2023 | Present |
| Oxford Wealth Management, Llc | Lindon | UT | 08/2024 | Present |
1) MBLV LLC: Investment related. 19 Windsong Dr, Pleasant Grove, UT, 84062, USA. Holding company for a private investment. Majority owner with direct/indirect management authority. Start date of relationship: 04/07/2023. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Own and manage the company. 2) Silicone Capital LLC: Investment related. 3333 DIGITAL DRIVE # 700, Lehi, UT, 84043, USA. Holding company for a private investment. Minority owner with direct/indirect management authority. Start date of relationship: 06/26/2018. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Part owner; manage the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-08 |
| S66 | Uniform Combined State Law Examination | 2013-05-18 |
Reach out to this advisor