Best Investors
Account
Sign in
Best Investors
Account
Sign in
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED_RES | 2022-10-17 |
| ID | RA | APPROVED | 2022-10-10 |
| NY | RA | APPROVED | 2022-10-10 |
| AZ | RA | APPROVED | 2022-06-13 |
Branch Locations
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imus Wilkinson Investment Management, Llc | Tucson | CA | 08/2013 | 01/2023 |
| Financial Planning First, Llc | Tucson | AZ | 05/2022 | Present |
1) IMUS WILKINSON INVESTMENT MANAGEMENT, LLC 2) INVESTMENT RELATED 3) 3561 E. SUNRISE ROAD, SUITE 117 TUCSON, AZ 85718 4) INVESTMENTS 5) INVESTMENT ADVISOR 6) 08/2013 7) 0 HOURS DEVOTED TO OTHER BUSINESS 8) 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-22 |
Reach out to this advisor