Best Investors
Account
Sign in
Best Investors
Account
Sign in
Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategy Financial Insurance Llc | Phoenix | AZ | 04/2010 | 01/2018 |
| Strategy Financial Services, Llc | Phoenix | AZ | 04/2013 | 01/2018 |
| Bonsai Insurance Services, Llc | Phoenix | AZ | 01/2018 | Present |
| Bonsai Financial Services, Llc | Phoenix | AZ | 01/2018 | Present |
(1) NAME: BONSAI INSURANCE SERVICES, LLC--INVESTMENT RELATED: YES--ADDRESS: 3235 E. CAMELBACK ROAD, UNIT 103, PHOENIX, AZ, 85018--NATURE OF OTHER BUSINESS: INSURANCE BROKERAGE, OWNER/MANAGER--START DATE: JANUARY 2018--APPROX. HOURS: 160 HRS/MONTH--8 HRS/DAY DURING TRADING HOURS, PERFORMED IN CONJUNCTION WITH FULFILLING FIDUCIARY RESPONSIBILITIES AT BONSAI FINANCIAL SERVICES, LLC--DUTIES: MEETING WITH CLIENTS AND CONSULTING ON LIFE INSURANCE AND FIXED INSURANCE STRATEGIES. (2) AEO GROUP, LLC--INVESTMENT RELATED=YES--3235 E. CAMELBACK ROAD, UNIT 103, PHOENIX, AZ 85018--HOLDING COMPANY--OWNER SINCE 8/26/2010--ZERO HOURS/MONTH & ZERO HOURS/DAY DURING TRADING HOURS. NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
Reach out to this advisor