Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-01 |
| UT | RA | APPROVED | 2021-05-07 |
Branch Locations
95 S State St Suite 2180, Salt Lake City, UT 84111 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 08/1984 | 05/2021 |
| Bank Of America, N.A. | Salt Lake City | UT | 03/2015 | 05/2021 |
| Raymond James & Associates, Inc. | Salt Lake City | UT | 05/2021 | Present |
| N/A - Rental Real Estate | Salt Lake City | UT | 01/2020 | Present |
(1)Name of Business: Address: 3638 E Jupiter Drive, Salt Lake City, UT, 84124, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner of rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-31 |
Reach out to this advisor