Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-06-10 |
Branch Locations
720 Industrial Court Ste 8, Hartland, WI 53029 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sitzberger & Co, Sc | Brookfield | WI | 12/2008 | 01/2021 |
| Skye Financial Services, Inc. | Hartland | WI | 01/2021 | Present |
| United Planners Financial Services | Scottsdale | AZ | 05/2021 | Present |
| Skye Accounting, Llc | Hartland | WI | 09/2021 | Present |
| Skye Financial Services, Inc | Hartland | WI | 09/2021 | Present |
| Skye Financial Services, Inc | Hartland | WI | 01/2021 | Present |
| Alexander Barta | Hartland | WI | 02/2021 | Present |
1.) SKYE ACCOUNTING, LLC - MEMBER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 09/2021 - NOT INVESTMENT RELATED 2.) SKYE FINANCIAL SERVICES, INC - BUSINESS DEVELOPMENT/BACK OFFICE - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 09/2021 - INVESTMENT RELATED 3.) SKYE FINANCIAL SERVICES, INC - SHAREHOLDER/TAX SPECIALIST/OWNER/ACCOUNTANT/FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HARTLAND, WI - SINCE 01/2021 - INVESTMENT RELATED 4.) SKYE FINANCIAL SERVICES, INC - SHAREHOLDER/CPA/ACCOUNTANT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 01/2021 - NOT INVESTMENT RELATED 5.) MONTESSORI SCHOOL OF WAUKESHA, INC - BOARD OF TRUSTEES MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER - WAUKESHA, WI - SINCE 10/2023 - NOT INVESTMENT RELATED 6.) ALEXANDER BARTA - INSURANCE AGENT - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 02/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-09 |
Reach out to this advisor