Best Investors
Account
Sign in
3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-27 |
Branch Locations
3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • 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 |
|---|---|---|---|---|
| Citizens Bank | Grosse Pointe | MI | 10/2016 | 10/2017 |
| Self-Employed | Troy | MI | 03/2015 | 10/2016 |
| Citizens Bank | Grosse Pointe | MI | 10/2017 | 08/2018 |
| Citizens Securities, Inc | Grosse Pointe | MI | 11/2017 | 08/2018 |
| Ceros Financial Services | Rockville | MD | 01/2025 | Present |
| Flexible Plan Investment | Bloomfield | MI | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
Reach out to this advisor