Best Investors
Account
Sign in
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-17 |
Branch Locations
Bloomsfield, MI • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Western Southern Life | Livonia | MI | 04/2016 | 07/2017 |
| W&S Brokerage Services | Cincinnati | OH | 06/2016 | 07/2017 |
| Charles Schwab & Co., Inc. | Novi | MI | 06/2018 | 01/2020 |
| Charles Schwab Bank | Novi | MI | 06/2018 | 01/2020 |
| Operation Hope | Detroit | MI | 06/2017 | 06/2018 |
| Empower Retirement, Llc | Columbia | SC | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
Reach out to this advisor