Best Investors
Account
Sign in
3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-08 |
Branch Locations
3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Sandy | UT | 01/2024 | 07/2025 |
| Pointe Marketing | Manchester | NH | 05/2023 | 08/2023 |
| Check City | Provo | UT | 11/2021 | 04/2023 |
| Pointe Marketing | Portland | OR | 05/2021 | 08/2021 |
| Niche Academy | Provo | UT | 09/2021 | 11/2021 |
| Privatus Wealth Management | Provo | UT | 09/2023 | 10/2023 |
| Doordash | Provo | UT | 01/2021 | 04/2021 |
| Encor Solar | Lehi | UT | 09/2020 | 01/2021 |
| The Church Of Jesus Christ Of Latter Day Saints | Birmingham | 08/2018 | 08/2020 | |
| Hubbard Family Swim School | Mesa | AZ | 09/2017 | 07/2018 |
| Slickables | Mesa | AZ | 06/2017 | 09/2017 |
| Unemployed | Mesa | AZ | 01/2015 | 06/2017 |
| Unemployed | Provo | UT | 10/2023 | 01/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2023 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | 01/2026 |
| Treasure Valley Financial Planning | Meridian | ID | 02/2026 | Present |
| Clear Creek Financial Management, Llc Dba Tvfp | Silverdale | WA | 02/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
Reach out to this advisor