Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-02-12 |
| ID | RA | APPROVED | 2024-02-08 |
| KS | RA | APPROVED | 2024-02-08 |
| MT | RA | APPROVED | 2024-02-08 |
| TX | RA | APPROVED_RES | 2024-02-08 |
| UT | RA | APPROVED | 2024-02-08 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
139 River Vista Place Suite 202, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Blackfoot | ID | 01/2013 | Present |
| Wfgia | Blackfoot | ID | 11/2011 | Present |
| Jantz Rentals | Twin Falls | ID | 07/2016 | 10/2019 |
| Jantz Management | Twin Falls | ID | 03/2017 | Present |
| Pat Pierson Trucking | Gooding | ID | 04/2022 | Present |
| Financial Independence Group | Twin Falls | ID | 01/2024 | Present |
Sales of insurance and non-insurance products PAT PIERSON TRUCKING POSITION: Dispatcher NATURE: Trucking/Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2022 ADDRESS: 2150 State Hwy 46, Gooding ID 83330, United States DESCRIPTION: Pat Pierson Trucking is my father's business for 30 years and I recently started helping him dispatch trucks because at his age he has a hard time keeping up with technology and running his business from his phone. My day to day includes dispatching drivers where their next loads need to be picked up and delivered.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
Reach out to this advisor