Best Investors
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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-31 |
Branch Locations
4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Phoenix | AZ | 11/2014 | 12/2017 |
| Eide Bailly Llp | Phoenix | AZ | 01/2018 | 12/2018 |
| Stoker Ostler, A Part Of Bmo Financial Group | Scottsdale | AZ | 12/2018 | Present |
NAME: JSMH ENTERPRISES, LLC; NOT INVESTMENT-RELATED; ADDRESS: 4301 N 21ST ST, UNIT 21, PHOENIX, AZ 85016; NATURE OF OTHER BUSINESS: PERSONAL HOLDINGS CONSULTING; POSITION, TITLE, AND RELATIONSHIP: MANAGER, MANAGING SHAREHOLDER, OWNER; START DATE OF RELATIONSHIP: OCTOBER 20, 2018; HOURS PER MONTH: 5-10 HOURS (HIGH SIDE ESTIMATE); HOURS DEVOTED DURING TRADING HOURS: NONE; DUTIES: THIS BUSINESS ACTIVITY HOLDS TAX SOFTWARE AND IS USED FROM TIME TO TIME FOR TAX CONSULTING/COMPLIANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-22 |
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