Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-26 |
| UT | RA | APPROVED | 2021-02-02 |
Branch Locations
358 N 1100 E, Suite #6, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pi Wealth Management | Highland | UT | 04/2017 | Present |
| Lpl Financial, Llc | Highland | UT | 09/2020 | Present |
| Utah Valley University | Orem | UT | 08/2016 | 05/2020 |
| Bank Of American Fork | Orem | UT | 07/2016 | 04/2017 |
1) 08/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PI WEALTH MANAGMENT - INVESTMENT RELATED - HIGHLAND, UT 2) 04/24/2024 - Gunther Investment Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2021 - 120 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
Reach out to this advisor