Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-12 |
| TX | RA | APPROVED | 2004-07-01 |
| IN | RA | APPROVED | 2002-07-22 |
Branch Locations
750 Trade Centre Way, Portage, MI 49002 • United States
333 W Grandview Pkwy, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portage | MI | 12/2001 | Present |
| Bank Of America, N.A. | Portage | MI | 12/2009 | Present |
I*122325/ I*443472 For profit or not for profit: For-Profit Organization Name of outside business organization: OneBaja LLC Investment related: N Address of business: Kalamazoo, Michigan 49008 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 4/16/2019 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Family Held, OneBaja is an apparel and lifestyle company. Will feature apparel and accessories with design themes influenced by Baja California Sur. LLC also used for dropshipping purposes selling other retail items online. I*1074378 For profit or not for profit: Name of outside business organization: Crystal Lake Yacht Club Investment related: N Address of business: Frankfrot, Michigan, 49635 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 11/16/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Member of the Finance Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-16 |
Reach out to this advisor