Best Investors
Account
Sign in
Best Investors
Account
Sign in
3150 C Street Suite 240, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-06-09 |
Branch Locations
3150 C Street Suite 240, Anchorage, AK 99503 • United States
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 |
|---|---|---|---|---|
| Abcde Tax | Anchorage | AK | 01/2023 | Present |
| Doss Aviation | Colorado Springs | CO | 04/2010 | 02/2017 |
| University Of Alaska Anchorage | Anchorage | AK | 05/2015 | 05/2017 |
| Edward Jones | Anchorage | AK | 06/2016 | 01/2022 |
| First Command Advisory Services | Fort Worth | TX | 04/2017 | 06/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | 06/2017 |
| Avantax Advisory Services | Anchorage | AK | 01/2021 | 01/2022 |
| Avantax Investment Services, Inc. | Anchorage | AK | 01/2021 | 01/2022 |
| Avantax Insurance Agency, Llc | Anchorage | AK | 01/2021 | 01/2022 |
| Advance Finance Llc | Anchorage | AK | 01/2021 | 09/2021 |
| Truvim Llc | Anchorage | AK | 01/2021 | 09/2021 |
| Walmart | Anchorage | AK | 09/2021 | 02/2023 |
| Webster Tax Service | Anchorage | AK | 02/2023 | 04/2023 |
| Donohue Cpa | Anchorage | AK | 02/2023 | 09/2023 |
| Turbotax | Anchorage | AK | 01/2024 | Present |
| Walmart | Anchorage | AK | 06/2023 | 03/2025 |
| Coho Advisory Services, Llc | Anchorage | AK | 06/2026 | Present |
1)I have a tax service that I am building, no current clients; few prospects DBA as Abcde Tax. I also have worked for TurboTax as Enrolled Agent and was told they are open to future season call backs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-30 |
Reach out to this advisor