Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED_RES | 2011-10-11 |
| NV | RA | APPROVED | 2008-12-05 |
Branch Locations
Dana Point, CA • United States
Henderson, NV • United States
2475 Village View Drive, Henderson, NV 89074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Henderson | NV | 12/2008 | Present |
1.) ESTABLISH DJ KARTZ, LLC WITH HER SPOUSE. 2.) PRIVATE SECURITY INVESTMENT- (CONSOLIDATION SERVICES INC. NATURAL FOODS)/DJ Kartz LLC / 2012 Doral Court Henderson,NV 89074 / Other/ Other Family LLC / Asset protection trust / Other / Manager / Manager / Start Date 9/26/2002/LLC 3) NAME OF OTHER BUSINESS: Michelle M. Akins Family Trust / INVESTMENT RELATED?: Yes / ADDRESS: 3314 Europa Street, Roseville, CA / NATURE OF THE BUSINESS: Successor Trustee behind her father / POSITION: Trustee / DUTIES: I could be named successor trustee if her father predeceases her / START DATE: 8-1-2022 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-10 |
Reach out to this advisor