Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-30 |
| TX | RA | APPROVED_RES | 2020-10-28 |
Branch Locations
255 E Brown St Ste 400, 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Birmingham | MI | 11/2011 | 10/2020 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 10/2020 | Present |
DE LA SALLE COLLEGIATE SCHOOL, INV RELATED, WARREN, MI, FINANCE COMMITTEE MEMBERS, START 2/29/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF FINANCES, REVIEWING CAPITAL CAMPAIGNS, BUDGET RECOMMENDATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-01 |
Reach out to this advisor