Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Las Vegas | NV | 05/2018 | 08/2018 |
| Discover | Salt Lake City | UT | 06/2016 | 01/2017 |
| Noodles And Company | Orem | UT | 02/2017 | 12/2018 |
| Divergent Wealth Advisors | Midvale | UT | 06/2017 | 12/2017 |
| Frandsen Morrill Advisors | Provo | UT | 02/2018 | 05/2018 |
| E*Trade Securities Llc | Sandy | UT | 02/2019 | 05/2019 |
| Amerprise Financial Services Inc | Las Vegas | NV | 05/2019 | 03/2022 |
| Unemployed | Kearns | UT | 01/2019 | 02/2019 |
| Unemployed | Las Vegas | NV | 04/2022 | 05/2022 |
| Fidelity Investments | Salt Lake City | UT | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
Reach out to this advisor