Best Investors
Account
Sign in
Best Investors
Account
Sign in
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-18 |
Branch Locations
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 03/2019 | 06/2021 |
| Metz & Associates Pllc | Phoenix | AZ | 12/2007 | Present |
| Iliad Wealth Solutions | Phoenix | AZ | 08/2022 | 03/2024 |
| Msh Capital Advisors | Scottsdale | AZ | 10/2024 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 10/2024 | Present |
1. Metz CPA PLLC; Investment-related- No; Phoenix, AZ; Nature- Accounting and Tax firm; Position/Title- Managing Member; Start date- 11.1.2007; Approximately 240 per month, 120 during trading hours; Description- Executive leadership functions for Metz CPA PLLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-22 |
Reach out to this advisor