Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
| UT | RA | APPROVED | 2024-04-12 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enerbank Usa / Regions Financial | Provo | UT | 03/2021 | 03/2023 |
| Uwork | Woodland Hills | UT | 08/2020 | 03/2021 |
| A-Team | South Jordan | UT | 05/2020 | 07/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Montevideo | 08/2018 | 03/2020 | |
| Bingham High School | South Jordan | UT | 08/2015 | 08/2018 |
| Fidelity Investments | American Fork | UT | 05/2023 | 12/2023 |
| Brigham Young University | Provo | UT | 09/2020 | 05/2023 |
| Morgan Stanley | Salt Lake City | UT | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
Reach out to this advisor