Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-23 |
Branch Locations
219 W Washington Street Suite C, Marquette, MI 49855 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Congressman Jack Bergman's Office Mi-01 | Marquette | MI | 01/2016 | 02/2019 |
| Room At The Inn | Marquette | MI | 02/2019 | 03/2022 |
| Sail | Marquette | MI | 03/2022 | 02/2023 |
| Securities America, Inc. | Marquette | MI | 02/2023 | 06/2023 |
| Securities America, Inc. | Marquette | MI | 06/2023 | 06/2024 |
| Osaic Wealth, Inc. | Marquette | MI | 06/2024 | Present |
1. SUPERIORLAND KIWANIS CLUB POSITION: Vice Chair/Club member NATURE: Vice Chair and member of Superiorland Kiwanis Club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: NA, Marquette MI 49855 DESCRIPTION: We perform volunteer activities in Marquette County such as Christmas Community Dinner, Highway Cleanups, Deliver Flowers to shut-ins, etc. We also provide annual grants and funding support for local non-profit organizations and youth groups such as youth football and boy scouts. 2. ROOM AT THE INN POSITION: volunteer NATURE: Volunteer at Homeless shelter INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 347 Rock street, Marquette MI 49855 DESCRIPTION: I help make breakfast at the shelter 3. PINE STREET POSITION: landlord NATURE: I own a duplex at 607 and 609 Pine street Marquette mi. I rent 609 Pine street out and I live at 607 Pine street INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 609 Pine st, Marquette MI 49855 DESCRIPTION: I rent out 609 Pine street for $1400 a month (utilities included)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
Reach out to this advisor