Best Investors
Account
Sign in
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-20 |
Branch Locations
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
198 Wilson Avenue, Beaver, PA 15009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Consultants, Inc. | Beaver | PA | 09/1999 | Present |
| T & T Young Distributions | Beaver | PA | 07/1992 | Present |
| Public Speaking | Beaver | PA | 01/2000 | Present |
| Educational Ce Training For Licensed Insurance Agents | Beaver | PA | 01/2006 | Present |
| Madison Avenue Securities, Inc. | Beaver | PA | 01/2013 | 11/2018 |
| Prosperity Economics Partners, Llc | Chicago | IL | 11/2018 | 06/2021 |
| Pl Wealth Advisors, Llc | Salt Lake City | UT | 01/2022 | Present |
* 1ST CONSULTANTS INC; BEAVER, PA; INV REL; NATURE=LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; START DATE=09/1999; 90% OF TIME. * PUBLIC SPEAKING; SAME AS BRANCH; NON-INV REL; SPEAKER; MOTIVATION, SPIRITUAL, FINANCIAL EDUCATION (NON-SECURITIES); START DATE=01/2000; TIME SPENT LESS THAN 1%; SPEAKING TO AUDIENCE. * EDUCATIONAL CE TRAINING FOR LICENSED INSURANCE AGENTS; SAME AS BRANCH; NON-INV REL; TEACH CLASS; START DATE=01/2006; 2% OF TIME; SPEAKER. * YOUNG ENTERPRENEURS OF TOMORROW; SAME AS BRANCH; NON-INV REL; DIRECTOR NON-PROFIT 501C; FINANCIAL EDUCATION TO HIGH SCHOOLS AND COLLEGES; START DATE: 02/2007; 5% OF TIME. * T&T YOUNG DISTRIBUTIONS; SAME AS RESIDENCE; NON-INV REL; MARKET PERSONAL PRODUCTS OVER INTERNET; OWNER WITH SPOUSE; START DATE=7/1992; TIME SPENT LESS THAN 1%. NAME: RIVER COMMUNITIES FIDUCIARY SERVICES, INC; INV RELATED:NO; ADDRESS:396 4th STREET BEAVER, PA 15009; NATURE:NON-PROFIT FOCUSING ON PLANNING FOR SPECIAL NEEDS INDIVIDUALS+FAMILIES PROVIDING GUARDIANSHIP AND CORPORATE TRUSTEES; POSITION:VICE CHAIRMAN OF THE BOARD; START DATE:10/2016; HOURS/MONTH:5-10; TRADING HOURS/MONTH:2-6; DUTIES: OVERVIEW OPERATIONS. NAME:TRUSTEE OF 3 IRREVOCABLE SPECIAL NEEDS TRUSTS; INV RELATED:NO; ADDRESS:; NATURE:TRUSTEE; POSITION:TRUSTEE:CHILDREN OF CLIENT KILLED IN AUTO ACCIDENT; START DATE:12/19/2017; HOURS/MONTH:8; TRADING HOURS/MONTH:8; DUTIES:MAKE MONEY, PAY APPROPRIATE BILL APPROVED BY ATTORNEY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-02 |
Reach out to this advisor