Best Investors
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35 West Broad Street Suite 100, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2006 | 10/2016 |
| Sabbatical | Novi | MI | 10/2016 | 02/2017 |
| Nylife Securities Llc | Southfield | MI | 02/2017 | 10/2019 |
| Eagle Strategies Llc | Southfield | MI | 07/2018 | 10/2019 |
| Citizens Securities, Inc. | Southfiled | MI | 10/2017 | 10/2021 |
| Great Lakes Wealth, Llc | Northville | MI | 10/2021 | 01/2026 |
| Sovereign Financial Group, Inc. | Novi | MI | 01/2026 | Present |
1) IAMS; Not investment-related; Novi, MI, 48374; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-11 |
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