Best Investors
Account
Sign in
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2019-07-24 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
1215 S Maple Grove Road, Boise, ID 83709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Minot | ND | 03/2007 | 07/2019 |
| Calton & Associates, Inc. | Boise | ID | 07/2019 | Present |
1.) Name of Business: Reynolds Financial, Inc. Investment Related. Address: 1215 S Maple Grove Road, Boise, ID 83709. Nature of Business: S Corp for financial planning business. Position/Title/Relationship: Officer. Start Date: 01/11/1999. Hours per month: 35/ week. Hours per month during security trading hours: 0. Duties/Responsibilities: Financial planning income run through this entity. 2.) Name of Business: Auwnolds Investments, LLC. Non-Investment Related. Address: 12363 W View Ridge Dr, Boise, ID 83709. Nature of Business: Owns rental property. Position/Title/Relationship: Member. Start Date: 06/26/2020. Hours per month: 1- 2 hours. Hours per month during security trading hours: 0. Duties/Responsibilities: Buy and/or sell real estate. 3.) Name of Business: Jabez Mountain Properties, LLC. Non-Investment Related. Address: 12363 W View Ridge Dr, Boise, ID 83709. Nature of Business: Owns rental property. Position/Title/Relationship: Member. Start Date: 04/25/2021. Hours per month: 2-3 hours. Hours per month during security trading hours: 0. Duties/Responsibilities: Purchase and/or sell rental properties. 4.) Name of Business: Jabez Properties, LLC. Non-Investment Related. Address: 12363 W View Ridge Dr, Boise, ID 83709. Nature of Business: Owns rental real estate. Position/Title/Relationship: Member. Start Date: 12/14/2001 but unused until 2020. Hours per month: 2-3 hours. Hours per month during security trading hours: 0. Duties/Responsibilities: Purchase or sell real estate for rental purposes. 5.) Name of Business: Cole Valley Christian Schools Baseball. Non-Investment Related. Address: 200 E Carlton Ave, Meridian, ID 83642. Nature of Business: Baseball. Position/Title/Relationship: Coach. Start Date: 01/01/2021. Hours per month: 15/week in the spring. Hours per month during security trading hours: 0. Duties/Responsibilities: Assistant high school baseball coach. 6.) Name of Business: Investment Planning Services, LLC. Non-Investment Related. Address: 1215 S Maple Grove Road, Boise, ID 83709. Nature of Business: Expense sharing. Position/Title/Relationship: Partner. Start Date: 12/27/1994. Hours per month: 0. Hours per month during security trading hours: 0. Duties/Responsibilities: None. 7.) Name of Business: Blue Cross of Idaho. Non-Investment Related. Address: 3000 E Pine Ave, Meridian, ID 83642. Nature of Business: Renewal commissions only. Position/Title/Relationship: Agent. Start Date: 01/01/1993. Hours per month: 0. Hours per month during security trading hours: 0. Duties/Responsibilities: Client service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-02 |
Reach out to this advisor