Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-16 |
| MI | RA | APPROVED | 2013-03-12 |
Branch Locations
385 S. Eton Street, Birmingham, MI 48009 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Birmingham | MI | 08/2011 | Present |
1.MEMBER OF GRAND TRAVERSE REGIONAL LAND CONSERVANCY FINANCE COMMITTEE. REVIEWING GTRLC'S BUDGET AND LONG-TERM PLAN'S FINANCIALS. GTRLC HAS AN INVESTMENT ADVISOR THAT ADVISES THEM ON THEIR INVESTMENTS. 4HRS/MO, 2 OF WHICH ARE DURING TRADING HOURS. 2846 N. THREE MILE RD. TRAVERSE CITY, MI 49686. 2.BOARD MEMBER OF GRAND TRAVERSE REGIONAL LAND CONSERVANCY. 2846 N. THREE MILE RD. TRAVERSE CITY, MI 49686. 6HRS/MO DURING BUSINESS HOURS. NOT INVESTMENT RELATED. START DATE: JANUARY 2025-3YR TERM. VOLUNTEER BOARD MEMBER TO SUPPORT LAND PROTECTION, NONPROFIT ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
Reach out to this advisor