Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | West Jordan | UT | 11/2014 | 05/2017 |
| Mountain American Cu | West Jordan | UT | 11/2014 | 05/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2017 | 10/2019 |
| Unemployed | Ogden | UT | 06/2017 | 09/2017 |
| Steve Story Associates | Ogden | UT | 11/2019 | 05/2021 |
| Lpl Financial | Ogden | UT | 09/2014 | 05/2017 |
| Rddm | Kaysville | UT | 05/2017 | 10/2017 |
| Ron Hunt | Farmington | UT | 05/2021 | 08/2022 |
| Key Investment Services | North Salt Lake | UT | 11/2022 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | 08/2025 |
| Ameriprise Financial Services, Llc | Ogden | UT | 08/2025 | Present |
| Northwestern Mutual Investment Services Llc | Farmington | UT | 05/2021 | 08/2022 |
| Cuso Financial | Ogden | UT | 10/2017 | 10/2019 |
Outside Employment; CW Getaway; Financial Advisor; Manage advisory business; 978 Chambers Street, , South Ogden, UT, 84403; Investment-Related; 08/29/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-24 |
Reach out to this advisor