Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED | 2022-06-08 |
Branch Locations
3250 Auburn Rd Ste 102, Auburn Hills, MI 48326 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 06/2004 | 06/2022 |
| Bank Of America, Na | Auburn Hills | MI | 12/2009 | 06/2022 |
| Kestra Investment Services Llc | Auburn Hills | MI | 06/2022 | Present |
| Kestra Private Wealth Services Llc | Auburn Hills | MI | 06/2022 | Present |
Business Name: POLARIS PRIVATE WEALTH POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/26/2022 ADDRESS: 3250 Auburn Rd, Suite 102, Auburn Hills MI 48326 DESCRIPTION: Managing day-to-day operations of the business, and responsible for client trading/investing Business Name: MACOER INVESTMENTS, INC POSITION: CEO/Owner NATURE: Pass through INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 06/13/2022 ADDRESS: 3250 Auburn Rd, STE 102, Auburn Hills MI 48326 DESCRIPTION: Operate the business, bookkeeping, payroll, etc. Cashflow generated from operations such as advice to clients, buying and selling of securities, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-29 |
Reach out to this advisor