Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-18 |
| MI | RA | APPROVED | 2020-07-02 |
Branch Locations
300 East Front Street Suite 300, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Traverse City | MI | 05/2020 | Present |
| Otis Elevator | Centennial | CO | 10/2015 | 10/2017 |
| Laurus Transaction Advisors Llc | Denver | CO | 10/2017 | 02/2018 |
| Cbiz Inc. | Denver | CO | 02/2018 | 05/2019 |
| Hagerty Insurance | Traverse City | MI | 05/2019 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
I have a minority interest (partner) in KFMC, LLC. This is an LLC that owns and leases farm land in the state of Michigan. I have a 12.5% interest. The business is not investment related. The address of the business is 14114 Blair Ridge Drive, Cypress TX 77429. I inherited this interest share from my father. The LLC was formed in December, 2017 and I do not have an active role in this business. I am a minority partner and I do not devote any time to the business. Since inception, the only time I have spent related to the business is when I receive the K-1 for tax purposes. As previously mentioned, I do spend any time on this business during trading hours. The approximate hours per month spent on this business is zero.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
Reach out to this advisor