Best Investors
Account
Sign in
Best Investors
Account
Sign in
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-12-20 |
Branch Locations
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.M. Tanner Inc. | Wheat Ridge | CO | 01/1994 | Present |
| Panoramic Investment Advisors | Glendale | CO | 12/2017 | Present |
1. President/Employee of SM Tanner Inc, 100% Shareholder, which provides tax preparation services. It is anticipated that 80% of his time, will be spent providing these services for which he may receive normal and customary compensation for this outside business activity. 4800 Wadsworth #302 Wheat Ridge, CO 80033 2. PERSONAL REP ON WILMA HALE ESTATE. START DATE: 10/2022. WHEAT RIDGE, CO. 50 HOURS/MONTH 50 HOURS DURING SECURITIES TRADING HOURS/MONTH. 3. 66th Circle LLC. Not Investment Related. Wheat Ridge, CO. Own and manage residential rental unit. Owner. Start Date: January 2024. 8 hrs/mnth outside securities trading hours. 0 hrs/mnth during securities trading hours. 2 person LLC in which Mr. Tanner serves as 97.5% owner. 4. Xenon St. LLC. Not investment related. Wheat Ridge, Co. Own and Manage residential rental unit. Owner. Start Date: 2017. 8 hrs/mnth outside securities trading hours. 0 hrs/mnth during securities trading hours. Single Member LLC to manage rental units.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-20 |
Reach out to this advisor