Best Investors
Account
Sign in
Best Investors
Account
Sign in
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-25 |
Branch Locations
701 S Main St, 330, Logan, UT 84335 • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsi Marketing | Logan | UT | 04/2012 | 11/2016 |
| Oneamerica Securities, Inc. | Logan | UT | 12/2016 | 04/2020 |
| Heritage Wealth Management, Llc | Logan | UT | 04/2020 | 01/2021 |
| Onyx Bridge Wealth Group Llc | Logan | UT | 01/2021 | 05/2022 |
| Coppell Advisory Solutions Llc, Dba Fusion Capital Management | Logan | UT | 05/2022 | 06/2024 |
| Oneamerica Securities, Inc. | Logan | UT | 03/2017 | 04/2020 |
| Lifeworks Advisors, Llc | Logan | UT | 06/2024 | Present |
1) Innovation Insurance; Not investment-related; 701 S Main St, 330, Logan, UT. 84335; Insurance sales; Recommendation of insurance products; Start date: 06/11/2024; Approx. 5% of time per month. 2) Innovation Consulting, LLC; Not investment-related; 701 S Main St, 330, Logan, UT; CEO and Owner; Tax strategy and exit planning consulting; Start date: 06/04/2024; Approx. 15% of time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
Reach out to this advisor