Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
35655 Mound Road, Sterling Heights, MI 48310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sto Away Storage | Rochester Hills | MI | 02/2007 | Present |
| Jhfn Sii | Southfield | MI | 04/2011 | 11/2018 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 11/2018 | Present |
1. STO AWAY STORAGE POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2007 ADDRESS: 1133 John R Rd, Rochester Hills MI 48307, United States DESCRIPTION: Oversee employees 2. MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2011 ADDRESS: 35655 Mound Rd, Sterling Heights MI 48310, United States DESCRIPTION: sales/marketing of fixed annuities and non variable insurance 3. MICHIGAN FINANCIAL COMPANIES POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2010 ADDRESS: 35655 Mound Rd, Sterling Heights MI 48310, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
Reach out to this advisor