Best Investors
Account
Sign in
Best Investors
Account
Sign in
3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-09 |
Branch Locations
330 Shoup Ave Suite 302, Idaho Falls, ID 83402 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Concepts | Idaho Falls | ID | 01/2017 | 05/2025 |
| Fishers Technology | Idaho Falls | ID | 01/2012 | 12/2016 |
| City Of Ammon | Ammon | ID | 01/2010 | Present |
| Idaho Expansion Group, Llc | Ammon | ID | 01/2012 | 01/2021 |
| Cetera Advisors Llc | Denver | CO | 01/2017 | 12/2019 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 12/2019 | 05/2025 |
| Portside Wealth Group Llc | Provo | UT | 06/2025 | Present |
| Guided Seasons Wealth Advisors | Idaho Falls | ID | 06/2025 | Present |
1. FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE & DISABILITY NAME OF OTHER BUSINESS: GUIDED SEASONS WEALTH ADVISORS INVESTMENT RELATED: YES BRIEF DESCRIPTION OF DUTIES: ALL OFFICE OPERATION MANAGEMENT & LIFE INSURANCE UNDERWRITING & SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-07 |
Reach out to this advisor