Best Investors
Account
Sign in
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-23 |
| OH | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-18 |
Branch Locations
36 West Main Street, Centerburg, OH 43011 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Cincinnati | OH | 07/2015 | 09/2018 |
| Td Ameritrade, Inc. | West Chester | OH | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Cincinnati | OH | 12/2022 | 01/2024 |
| Corecap Investments, Llc | Southfield | MI | 01/2024 | Present |
| Corecap Advisors, Llc | Southfield | MI | 01/2024 | Present |
| Cooper, Adel, Vu Financial | Centerburg | OH | 01/2024 | Present |
* Get Huge Entertainment, LLC; Manager; Music production, performance, and promotion; approx. 10 hours per month; approx. 0 hours per month during trading hours. *Cooper, Adel, Vu Financial; Financial Advisor; Meet with clients for investment and tax planning; approx. 160 hours per month; approx. 114 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-22 |
Reach out to this advisor