Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-29 |
| MI | RA | APPROVED | 2020-07-07 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
3455 Peachtree Rd Ne Workplace Benefits, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Securities Corporation | Novi | MI | 11/2015 | 07/2018 |
| Paychex, Inc. | Novi | MI | 11/2015 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 04/2020 | Present |
| Wells Fargo | Birmingham | MI | 07/2018 | 04/2020 |
I*2772280 Entity Type: FR Name of OBA: DN Address:Bloomfield Hills, MI Investment Related:No Position, Title, Association:Power of Attorney Start Date:08/15/2025 No Hours: 0 Monthly No Hours during trading:0 Duties:POA for Mother
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-06 |
| S66 | Uniform Combined State Law Examination | 2008-03-11 |
Reach out to this advisor