Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2015-09-29 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
375 N. Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014 • United States
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 |
|---|---|---|---|---|
| Financial U | Las Vegas | NV | 08/2015 | 12/2023 |
| Vegas Valley Insurance & Financial Services Llc | Las Vegas | NV | 08/2015 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2015 | Present |
| Business Management Solutions (Bms) | Henderson | NV | 10/2015 | Present |
1) VEGAS VALLEY INSURANCE & FINANCIAL SVCS LLC-9340 W. MARTIN AVE, LAS VEGAS, NV 89148; INVESTMENT RELATED; SECURITIES, FINANCIAL, & INSURANCE(PERSONAL LINES-AUTO, HOME & LIFE) SALES & SVCS; OWNER/OPERATOR; START DATE 8/2015; 40 HRS/MNTH & DURING TRADING. 2) BMS Financial, Insurance & Tax Services LLC; 375 N Stephanie Street, Suite 2212, Henderson NV 89014; Owner; Start Date: 4/15/2016; Nature of Bus: Insurance and Tax Preparation; IR; Approx. No. of Hours/Month Devoted to this Bus: 20; Approx. Number of Hours/Month Devoted to this Bus. during trading hours: 20 3)BMS Financial, Insurance & Tax Services LLC; 375 North Stephanie Street, Suite 2212 Henderson NV 89014; Start Date 11/12019; President/Marketing Agent; Providing marketing services for contracted vendors in school districts; 4 hours/mo; 3 hours/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
Reach out to this advisor