Best Investors
Account
Sign in
Best Investors
Account
Sign in
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| ID | RA | APPROVED | 2023-04-11 |
| UT | RA | APPROVED | 2023-03-27 |
Branch Locations
800 S Industry Way Suite 250, Meridian, ID 83642 • United States
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Meridan | ID | 08/2012 | Present |
| Avellino Financial Advisors, Inc. | Meridian | ID | 01/2017 | 05/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 06/2017 | 06/2019 |
| Lincoln Investment | Fort Washington | PA | 07/2019 | 08/2020 |
| Simple Financial, Llc | Boise | ID | 01/2023 | Present |
| Legacy Insurance & Financial Services, Llc | Boise | ID | 09/2012 | Present |
| Gradient Advisors, Llc | Meridian | ID | 08/2020 | 12/2022 |
| Capital Analysts | Meridian | ID | 07/2019 | 08/2020 |
AMERICAN SENIOR BENEFITS/LEGACY INSURANCE AND FINANCIAL SERVICES POSITION: Field Manager/Licensed Insurance Agent NATURE: Insurance and Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/2012 ADDRESS: 800 S. Industry Way, Suite 250, Meridian ID 83642, United States DESCRIPTION: Training/Meeting with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-28 |
Reach out to this advisor