Best Investors
Account
Sign in
Best Investors
Account
Sign in
1228 East Prince Road, Tucson, AZ 85719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Tucson | AZ | 04/1999 | 01/2022 |
| Retirement Plan Solutions, Llc | Tucson | AZ | 07/2006 | 01/2022 |
| Financial Directions, Llc | Tucson | AZ | 10/1998 | Present |
1-MARY L CHERBA TAX PREPARER; NON-INVESTMENT RELATED; 4909 N VIA SERNIDAD TUCSON AZ 85718; TAX RETURN PREPARATION; OWNER; 2005 START DATE; 70 HRS/YEAR; 0 HRS/DAY DURING TRADING HOURS; PREPARE INDIVIDUAL TAX RETURNS FOR A SELECT FEW ADVISORY CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-19 |
Reach out to this advisor