Best Investors
Account
Sign in
Best Investors
Account
Sign in
3040 Lohr Road, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telemus Capital Llc | Ann Arbor | MI | 02/2014 | 01/2017 |
| Stratos Wealth Advisors | Ann Arbor | MI | 01/2017 | 03/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 03/2017 | 09/2019 |
| Palatine Hill Wealth Management, Llc | Ann Arbor | MI | 09/2019 | 03/2021 |
| Cypress Capital Wealth Management, Llc | Ann Arbor | MI | 03/2021 | Present |
(1) 1/2023, Great Escapes I, LLC, 339 E. Liberty Street, Ann Arbor, MI 48104. Property Manager, not investment related, 0 hour per month. (2) 10/2020, H3 Investment Company, LLC, 1593 S Crooked Lake, Kalamazoo, MI 49009. Personal Investor. Not investment related. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
Reach out to this advisor