Best Investors
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| UT | RA | APPROVED | 2026-03-04 |
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 |
|---|---|---|---|---|
| Unemployed | West Jordan | UT | 07/2015 | 07/2017 |
| Unemployed | Provo | UT | 04/2020 | 05/2020 |
| Yessio | Midvale | UT | 09/2017 | 12/2017 |
| Unemployed | Jacksonville | FL | 06/2024 | 10/2024 |
| Cyprus Credit Union | South Jordan | UT | 12/2017 | 04/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2024 | Present |
| Lending Club | Lehi | UT | 04/2019 | 04/2020 |
| Unemployed | Pleasant Grove | UT | 05/2022 | 07/2022 |
| Simplify Home Loans | American Fork | UT | 05/2020 | 05/2022 |
| Florida Financial Advisors | Jacksonville | FL | 06/2023 | 06/2024 |
| Unemployed | West Jordan | UT | 07/2017 | 09/2017 |
| Altabank | Orem | UT | 07/2022 | 08/2023 |
OBA-115375|OrgNmn:Survey/Product Tester|Org Addr:Bountiful,Utah,US|OBA Nature:I take surveys and test produc|Invst Rel:N|Title:Survey/Product Tester|Duties:I take surveys and test products and in return I'm able to earn money to redeem for gift cards.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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