Best Investors
Account
Sign in
Best Investors
Account
Sign in
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-01 |
| MI | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2024-12-09 |
| NJ | RA | APPROVED | 2024-11-13 |
| AL | RA | APPROVED | 2024-10-07 |
Branch Locations
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Southgate | MI | 12/2011 | 03/2023 |
| Citizens Securities Inc. | Taylor | MI | 03/2023 | 07/2023 |
| Trifound Advisory Llc | Kalamazoo | MI | 04/2024 | 06/2024 |
| Trifound Advisory Llc | Kalamazoo | MI | 06/2024 | Present |
| Catholic Funeral Services | Southfield | MI | 07/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-17 |
Reach out to this advisor