Best Investors
Account
Sign in
Best Investors
Account
Sign in
114 Rayson St. Suite #2C, Northville, MI 48167 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
114 Rayson St. Suite #2C, Northville, MI 48167 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Plymouth | MI | 07/2011 | 11/2016 |
| Executive Wealth Management, Llc | Brighton | MI | 11/2016 | 02/2019 |
| Agile Wealth, Llc Dba Agile Wealth Partners | Northville | MI | 03/2019 | Present |
Independent Insurance Agent - investment related; sells fixed annuities and life insurance; Approximately 20 hours per month with some during market hours. Agile Wealth Partners, LLC - non-investment related; Owner; Marketing & Consulting Services; Approximately 75 hours per month and 35 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-18 |
Reach out to this advisor