Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
38600 Van Dyke Avenue Suite 230, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Management | Sterling Heights | MI | 02/2011 | Present |
| Sii Investments Inc | Sterling Heights | MI | 05/2012 | 11/2017 |
| Woodbury Financial Services Inc | Sterling Heights | MI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 01/2024 | Present |
PLATINUM WEALTH MANAGEMENT GROUP POSITION: Producer NATURE: Corporation and Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/01/2011 ADDRESS: 38600 Van Dyke Ave, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: Producer involved with offering various fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-25 |
Reach out to this advisor