Best Investors
Account
Sign in
Best Investors
Account
Sign in
4890 E Scarlett St, Tucson, AZ 85711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-05-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oase Financial Services, Llc | Tucson | AZ | 10/2006 | Present |
| David Oase Cpa Pc | Tucson | AZ | 08/1992 | Present |
1. DAVID OASE CPA PC/7802 E ESCALANTE RD TUSCON AZ, 85730/OWNER/SINCE 1992/CPA, TAX AND ACCOUNTING BUSINESS/TAX PREPERATION AND MANAGEMENT/30 HOURS A MONTH/3.OASE FINANCIAL SERVICES, LLC/ 7802 E ESCALANTE RD TUCSON, AZ 85730/OFFICER/INVESTMENT RELATED/ STARTED 7/16/2007/RIA PREPARING A REVIEW OF INVESTEMETNS AND RETIREMENT INCOME PROJECTION USING THIRD PARTY MONEY MANAGERS/DETERMIE CUSTOMER NEEDS & INVESTMENT PLAN/SETTING UP INCOME FOR RETIREES/5-10 HOURS PER MONTH/4.DAVID OASE/7802 E ESCALANTE RD, TUSCON AZ, 85730/OWNER/INVESTMENT RELATED/SINCE 1998/INSURANCE LIFE AND FIXED ANNUITY/SALES OF FIXED ANNUITY, SPIA AND FIA SLAES OF LIFE INSURANCE/1 HOUR A MONTH 2. owns Cherokee Cabanas, Cherokee Air Park, Ryan Development and Air ventures, Orion which will lease 100+ hangars to airplane owners at Ryan Field near Tucson.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-21 |
Reach out to this advisor