Best Investors
Account
Sign in
Best Investors
Account
Sign in
620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-11 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 10/2016 | 09/2023 |
| Backcountry.cOm | West Valley City | UT | 11/2014 | 10/2016 |
| Summit Global Investments | Bountiful | UT | 09/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 11/2023 | Present |
| Nathan Driggs | Salt Lake City | UT | 11/2023 | Present |
1.) SUMMIT GLOBAL INVESTMENTS LLC - SUPPORT TEAM LEAD - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 09/2023 - INVESTMENT RELATED 2.) SUMMIT GLOBAL INVESTMENTS - SUPPORT TEAM LEAD - DBA NAME FOR MARKETING PURPOSES ONLY - SALT LAKE CITY, UT - SINCE 11/2023 - INVESTMENT RELATED 3.) NATHAN DRIGGS - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - SALT LAKE CITY, UT - SINCE 11/2023 - INVESTMENT RELATED 4.) SG OLYMPUS LLC - OWNER - PROCESSING COMMISSION PAYMENTS FROM UP TO PAY SGI - SALT LAKE CITY, UT - SINCE 11/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
Reach out to this advisor