Best Investors
Account
Sign in
Best Investors
Account
Sign in
1815 Via El Prado Ste 303, Redondo Beach, CA 90277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED_RES | 2025-02-24 |
Branch Locations
1815 Via El Prado Ste 303, Redondo Beach, CA 90277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Second Mountain Financial, Inc. | Redondo Beach | CA | 04/2010 | Present |
| Second Mountain Tax & Accounting | Redondo Beach | CA | 08/2023 | Present |
| Ellis & Associates, Inc. | Redondo Beach | CA | 09/2007 | 07/2023 |
I AM CURRENTLY AN EMPLOYEE OF Second Mountain Tax & Accounting, Inc. . THE BUSINESS PROVIDES INDIVIDUAL AND SMALL BUSINESS TAX SERVICES. SPECIFICALLY, TAX PREPARATION AND PLANNING. Second Mountain Tax & Accounting, Inc. DOES NOT PROVIDE ANY INVESTMENT-RELATED SERVICES. IT'S LOCATED AT 1815 Via el Prado Ste. 303, Redondo Beach, CA 90277. I AM THE SOLE SHAREHOLDER, PRESIDENT, AND EMPLOYEE OF Second Mountain Tax & Accounting, Inc. DURING TAX SEASON, I SPEND 40% OF MY TIME PREPARING TAXES. AFTER TAX SEASON, I DEVOTE 40 - 50 HOURS PER MONTH IN THIS BUSINESS. MY DUTIES INCLUDE TAX PREPARATION AND PLANNING AND A VERY LIMITED AMOUNT OF BOOKKEEPING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-18 |
Reach out to this advisor