Best Investors
Account
Sign in
Best Investors
Account
Sign in
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-09 |
Branch Locations
50 E 100 S Suite 300, St. George, UT 84770 • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Management, Llc | Waukesha | WI | 02/2023 | 07/2023 |
| Global View Capital Advisors, Llc | Waukesha | WI | 01/2023 | 07/2023 |
| Utah Tech University | St. George | UT | 01/2019 | 12/2022 |
| Heritage Catering | St. George | UT | 01/2017 | 12/2019 |
| Dixie State University | St. George | UT | 01/2016 | 01/2017 |
| Wealth 435 | St. George | UT | 01/2023 | 07/2024 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
(1) LICENSED INDEPENDENT INSURANCE AGENT [2] PARAMOUNT TAX AND ACCOUNTING INVESTMENT RELATED; 50 E. 100 S. SUITE 300, ST. GEORGE, UT 84770; NATURE: CPA/ACCOUNTING/BOOKKEEPING/TAX PREP; POSITION: INDEPENDENT CONTRACTOR; STARTED: 02/12/2024; APPROX. 40 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DATA ENTRY FOR TAX RETURNS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-24 |
Reach out to this advisor