Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-11-27 |
Branch Locations
325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sarasota | FL | 12/2015 | 06/2019 |
| Royal Oak 44Th District Court | Royal Oak | MI | 09/2019 | 10/2019 |
| Kelly Services | Troy | MI | 10/2019 | 11/2019 |
| Ubs Financial Services Inc | Birmingham | MI | 11/2019 | Present |
| Unemployed | Royal Oak | MI | 07/2019 | 09/2019 |
1) Name of Business: The Geraldine L Boncher Revocable Living Trust UAD 2/22/2022./ Address: 27169 Stoney Brook Drive Brownstown Michigan United States 48183./ Investment related: No./Nature: To ensure the property held within the trust is preserved and protected for the benefit of the grantor/beneficiaries./ Role: To manage, control, improve and maintain all real and personal trust property. The power to hold securities in trust and exercise all rights, powers, and privileges of an owner of the securities including voting and proxies, etc. The power to manage bank accounts for the trust. The power to manage tax matters for the trust./Start Date: 2/22/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-25 |
Reach out to this advisor