Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2022-04-25 |
| MI | RA | APPROVED | 2022-03-24 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
251 E. Merrill Street Suite 204, Birmingham, MI 48009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quarter Horses (Acupoint) | Richmond | MI | 05/1986 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2002 | 03/2022 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 03/2002 | 03/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2008 | 03/2022 |
| Bleakley Financial Group Llc Dba Poise Wealth | Birmingham | MI | 03/2022 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS; BIRMINGHAM, MI; 3/2022; 10 HRS PER MO; 1-2 HRS DURING SECURITIES TRADING HRS. 2) OWNER 95%, REGAL WEALTH, PLLC, PRESIDENT, BIRMINGHAM, MI, LEGAL ENTITY, START DATE: 7/30/2007, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS: 0-5, FR BUSINESS ENTITY. 3) 100% OWNER, 11ELEVEN, LLC, BIRMINGHAM, MI, INVESTMENT PROPERTY, START DATE: 4/12/2018, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS: 0-5, PURCHASE & OVERSEE MANAGEMENT OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-11 |
Reach out to this advisor