Best Investors
Account
Sign in
Best Investors
Account
Sign in
11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-18 |
| AZ | RA | APPROVED | 2018-09-07 |
Branch Locations
11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridge Financial Strategies, Llc | Phoenix | AZ | 01/2009 | Present |
| Dynamic Wealth Advisors | Scottsdale | AZ | 12/2014 | 12/2018 |
| Bridge Financial Strategies, Llc | Scottsdale | AZ | 08/2018 | Present |
| Bridge Financial Strategies, Llc Dba Bridge Divorce Strategies | Scottsdale | AZ | 06/2013 | Present |
| Bridge Financial Strategies, Llc | Scottsdale | AZ | 10/2023 | Present |
1)JULIE KERN CPA;NO;11111 N SCOTTSDALE RD,SCOTTSDALE, AZ 85254;TAX PREPARATION;TAX MANAGER;01/01/2002;80;0;PREPARATION OF TAX RETURNS 2)BRIDGE FINANCIAL STRATEGIES,YES,11111 N. SCOTTSDALE RD., STE #205, SCOTTSDALE AZ 85254, DBA, OWNER, PRESIDENT, 09/08/09, DBA FOR TAX PLANNING AND PREPARATION SERVICES AT HOURLY RATES. DEVOTES 175 HRS/YR AND 100 HRS/YR DURING TRADING HRS. 3) BRIDGE DIVORCE STRATEGIES, NON-INVESTMENT RELATED, 11111 N. SCOTTSDALE RD., STE. 2054, SCOTTSDALE AZ 85254, DIVORCE FINANCIAL PLANNING, OWNER, 8/15/2012, DEVOTES 10 HRS/MONTH AND 6 HRS DURING TRADING HRS, PROIVDE NON-INVESTMENT RELATED FINANCIAL ADVICE; 4) MELALEUCA, 18811 N 16TH PL., PHOENIX, AZ 85024. REPRESENTATIVE SINCE 11/28/10. NOT INVESTMENT RELATED. WORKS NO HOURS. ALSO NONE FOR TRADING HOURS. DUTIES: OPPORTUNITY FOR REFERRALS AND EARN % OF THEIR ORDERS. DOES NOT INTEND TO ACTIVELY RECRUIT OTHER CUSTOMERS, BUT THERE IS A POTENTIAL TO DO SO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-21 |
Reach out to this advisor