Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-18 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2023 | 07/2024 |
| Utah Valley University | Orem | UT | 08/2021 | 04/2023 |
| Brigham Young University | Provo | UT | 08/2019 | 07/2021 |
| Unemployed | Bridgetown | 08/2017 | 08/2019 | |
| Olympus High School | Holladay | UT | 01/2013 | 08/2017 |
| Caliber | Orem | UT | 04/2020 | 05/2020 |
| Greenix | Oak Brook | IL | 05/2020 | 08/2020 |
| Amazon | Salt Lake City | UT | 09/2020 | 11/2020 |
| Grit Marketing | Manchester | NH | 05/2021 | 08/2021 |
| Grit Marketing/ Aptive Environmental | Portland | OR | 05/2022 | 08/2022 |
| Amazon | Orem | UT | 09/2022 | 12/2022 |
| Gather Signatures | Provo | UT | 09/2019 | 10/2019 |
| Western Timber Frame | Provo | UT | 02/2021 | 05/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2024 | 05/2025 |
| Sterling Financial Group | Salt Lake City | UT | 08/2024 | 05/2025 |
| Commonwealth Financial Network | San Diego | CA | 05/2025 | Present |
| Sterling Financial Group | Salt Lake City | UT | 05/2025 | Present |
Fixed insurance sales; Located at 4525 South Wasatch Boulevard, Suite 250, Salt Lake City, UT 84124, as of 09/05/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
Reach out to this advisor