Best Investors
Account
Sign in
Best Investors
Account
Sign in
8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-07-11 |
Branch Locations
8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acorn Wealth Advisors, Llc | Grand Blanc | MI | 05/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2016 | 05/2018 |
Rental Property-Owns home with wife-2010-10 hrs/mth-0 during trading hrs-Helps his wife handle issues, bills, etc. while she handles the day to day operations Blue Cross of Michigan/Blue Care Network of Michigan Insurance Agent recommending insurance products offered by Blue Cross of Michigan/Blue Care Network of Michigan Not investment related Sells Medical Insurance with Blue Cross & BCN, Medical Insurance Rep-2006-2 hrs/mth-1 during trading hrs-Helps people that don't get medical insurance discounts usually clients that are fee based. Clears business through a managing agent for BCN &Blue Cross-Action benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-20 |
Reach out to this advisor