Best Investors
Account
Sign in
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-06-21 |
Branch Locations
490 N 31St Street Suite 240, Billings, MT 59101 • United States
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial | Dallas | TX | 11/2006 | 06/2017 |
| Msh Capital Advisors Llc | Scottsdale | AZ | 06/2017 | Present |
| M.S. Howells & Co. | Scottsdale | AZ | 06/2017 | Present |
| Buchanan Capital Inc. | Billings | MT | 06/2017 | Present |
1. Maureen and Mike Mansfield Center; Non-Investment related; Missoula, MT; Nature- Global leaders for integrity in honor of Senator Mike Mansfield; Position/Title- Advisory Board Member; Start date- 5.2024; Approximately 8 hours per month, 2 during trading hours 2. JUNE 2017; MSH CAPITAL ADVISORS LLC, SCOTTSDALE, AZ; INVESTMENT RELATED; RIA; INVESTMENT ADVISOR REPRESENTATIVE; DEVOTE 160 HRS/MO; 6 HRS/WEEK DURING MARKET HOURS. 3. Yellowstone Public Radio; Investment-related- No; Billings, MT; Nature- Board Member; Position/Title- Board Member; Start date- 8.4.26; Approximately 1 hour per month, 0 during trading hours; Description-Quarterly meetings 4. M.S. Howells & Co.; Investment Related- Yes; Scottsdale, AZ; Nature- Brokerage; Position/Title- Finance Advisor; Start date- 6.1.2017; Approximately 10-15 hours per month, 10-15 during trading hours; Description- Providing Fixed income securities to municipalities around the state of MT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-25 |
Reach out to this advisor