Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| GA | RA | APPROVED | 2022-09-12 |
| MI | RA | APPROVED | 2022-09-09 |
Branch Locations
3272 West Rd Suite 1, Trenton, MI 48183 • United States
30150 Telegraph Road Suite 155, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 11/2010 | 09/2022 |
| Osaic Wealth, Inc. | Bingham Farms | MI | 09/2022 | Present |
1) REDSKY FINANCIAL LLC. POSITION: Financial Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Sales/ marketing of securities, investment advisory and insurance products. 2) REDSKY AGENCY, LLC. POSITION: Registered Rep. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Sales/ Marketing of securities and insurance products. 3) REDSKY TAX, LLC POSITION: Financial Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Tax planning. 4) TAX CREDIT PARTNERS LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2023 ADDRESS: 30150 Telegraph Rd. Ste #155, Bingham Farms MI 48025, United States DESCRIPTION: manage employee duties of filing for the underlying tax credit. 5) THOMAS WLOCH-TRUSTEE POSITION: trustee of parents trust NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 26079 York Rd., huntington woods MI 48070, United States DESCRIPTION: trustee of trust when they pass away. Parents are still living. 6) THOMAS WLOCH-FINANCIAL POWER OF ATTORNEY POSITION: financial power of attorney NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1253 Lake Park Dr., Birmingham MI 48009, United States DESCRIPTION: financial power of attorney for my parents-John and Michelle Wloch when doctors deem necessary. 7) RENTAL HOME POSITION: owner NATURE: Buying a vacation home that we will potentially also use as a short term rental. My wife will be handling the rental component INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 3033 s lee point rd, Suttons Bay MI 49682, United States DESCRIPTION: Coordinating short term renters, will most likely use an Airbnb/vrbo to help with the servicing 8) THOMAS WLOCH-TRUSTEE POSITION: trustee of parents trust NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1253 Lake Park Dr., Birmingham MI 48009, United States DESCRIPTION: trustee of trust when they pass away. Parents are still living.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
Reach out to this advisor