Best Investors
Account
Sign in
Best Investors
Account
Sign in
517 S 22Nd Ave., Suite 4, Bozeman, MT 59718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-21 |
| AK | RA | APPROVED | 2021-02-04 |
| WA | RA | APPROVED | 2020-05-18 |
| MT | RA | APPROVED | 2020-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Empirical Financial Services, Llc | Seattle | WA | 01/2013 | 12/2016 |
| Unemployed | Beaverton | OR | 01/2017 | 04/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2017 | 05/2021 |
| Empirical Wealth Management | Seattle | WA | 01/1990 | 12/2016 |
| Monteith Wealth, Llc. | Bozeman | MT | 04/2017 | Present |
| Jack Monteith, Cpa | Bozeman | MT | 01/2017 | Present |
JACK IS OWNER/OPERATOR OF JACK MONTEITH, CPA A TAX PREPARATION AND CONSULTATION BUSINESS. JACK PREPARES TAXES AND OFFERS TAX ADVICE AND PLANNING TO HIS EXISTING TAX CLIENTS. JACK SPENDS APPROXIMATELY 1% OF HIS YEARLY TIME ON HIS CPA BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-08 |
Reach out to this advisor