Best Investors
Account
Sign in
Best Investors
Account
Sign in
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-12 |
| MI | RA | APPROVED | 2024-05-31 |
Branch Locations
Traverse City, MI • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Traverse City | MI | 04/2017 | 02/2019 |
| Prism Publications | Traverse City | MI | 07/2016 | 03/2017 |
| Transamerica Investors Securities Corporation | Traverse City | MI | 03/2019 | 05/2024 |
| Transamerica Life Insurance Company | Traverse City | MI | 03/2019 | 05/2024 |
| Alight Financial Solutions | Lincolnshire | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-31 |
Reach out to this advisor