Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Port Huron | MI | 06/2010 | 09/2019 |
| Stifel Independent Advisors, Llc | Port Huron | MI | 10/2019 | 08/2026 |
| Equitable Advisors, Llc | Port Huron | MI | 08/2026 | Present |
1. GRIP Properties; 818 Beard St Port Huron MI 48060;Owns my building at 818 Beard St.;owner;10/1/19;1 hr/mo;during securities trading hours;investment related. 2. Optimus Financial; 818 Beard St Port Huron MI 48060;Financial Advisory; Founding Partner; CEO;10/1/19; 8 hr/day;during securities trading hours; investment related. 3. International Symphony Orchestra; 143 Christina Street North, Sarnia 48060; Classical Music; Board Member; Attend meetings and help out at concerts; 09/01/2019; 10 Hours per Year; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-03 |
Reach out to this advisor