Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-06-29 |
Branch Locations
621 Dykstra Road, Muskegon, MI 49445 • United States
5870 W. Us-10, Ludington, MI 49431 • United States
424 State St., Hart, MI 49420 • United States
710 Seminole Road, Muskegon, MI 49441 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Muskegon | MI | 07/2014 | Present |
| Bank Of America, N.A. | Muskegon | MI | 10/2014 | Present |
| Merrill Lynch | Muskegon | MI | 08/2014 | 06/2018 |
| Fifth Third Securities | Muskegon | MI | 06/2018 | Present |
| Fifth Third Bank | Muskegon | MI | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-12 |
Reach out to this advisor