Best Investors
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Account
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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-06-27 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
412 W Rivers Edge Dr, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Securities, Inc. | Columbus | GA | 07/2016 | 02/2018 |
| Synovus Bank | Atlanta | GA | 02/2018 | 01/2020 |
| Synovus Securities, Inc. | Atlanta | GA | 02/2018 | 01/2020 |
| Wag Labs, Inc. | West Hollywood | CA | 06/2018 | 09/2019 |
| Synovus Securities Inc. | Columbus | GA | 01/2020 | 05/2020 |
| Synovus Bank | Columbus | GA | 01/2020 | 05/2020 |
| Fidelity Investments | American Fork | UT | 06/2020 | 04/2021 |
| Stand And Stretch | Columbus | GA | 06/2021 | 01/2022 |
| Dfpg Investments, Llc | Sandy | UT | 02/2022 | 04/2023 |
| Hudson Oaks Wealth Management | Lehi | UT | 11/2021 | Present |
| Townsquare Capital | Provo | UT | 04/2022 | 06/2023 |
| Concorde Investment Services, Llc | Livonia | MI | 05/2023 | Present |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
1. Everyday Zero; Non-investment Related; Orem, UT; Instagram page; Author/Admin; 04/22/2019; 0% during business hours; Instagram page related to zero-waste, low-waste, and eco-conscious lifestyle tips. Write and post images to Instagram page. 2. Hudson Oaks Wealth Management. Investment related. Provo, UT. Operations Director. Start date: November 2021. DBA for securities related activities. Full time. 3. Notary Public, Non Investment related, 847 S 150 W Orem UT, Notary, perform notary services under the authority of the office of the state of Utah, Start date 02/17/2023, 1-5 hours/month during non trading hours. 1-5 hours during trading hours. 4. Portside Wealth Group, Investment related, Registered Investment Advisory firm, Provo, UT, Operations Manager, Manage day to day operations, Start date 05/15/2023, 1-5 hours/month during non trading hours, 40+ during business hours. 5. Rainbow Acres Garden, non-investment related. Oren, UT. Content creator, creating how-to videos for social media pages. Start date: 09/10/2025. 6-10 hours/month during non-trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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