Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-01 |
Branch Locations
9880 E Grand River Ave, Brighton, MI 48116-2468 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-28 |
Branch Locations
Brighton 9880 E Grand River Ave, Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Citizens Bank | King Of Prussia | PA | 10/2015 | 09/2016 |
| Citizens Securities, Inc | King Of Prussia | PA | 10/2015 | 09/2016 |
| Pnc Bank | Kennett Square | PA | 10/2016 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 10/2016 | 03/2017 |
| Pnc Bank | Wayne | PA | 03/2017 | 07/2018 |
| Pnc Investments | Pittsburgh | PA | 03/2017 | 07/2018 |
| Wells Fargo Bank, Na | Thorndale | PA | 07/2018 | 09/2020 |
| Wells Fargo Clearing Services, Llc | Thorndale | PA | 07/2018 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wyomissing | PA | 09/2020 | 06/2021 |
| Bank Of America N.A. | Wyomissing | PA | 11/2020 | 06/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | 06/2022 |
| First National Bank Of Pa | Lancaster | PA | 06/2021 | 06/2022 |
| Cetera Investment Advisers Llc | Lancaster | PA | 06/2021 | 06/2022 |
| Comerica Securities, Inc. | Farmington | MI | 06/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Farmington | MI | 11/2023 | 11/2023 |
| Pnc Investments | Clarkston | MI | 12/2023 | 05/2025 |
| The Huntington Investment Company | Brighton | MI | 06/2025 | Present |
| Ameriprise Financial Services, Llc | Brighton | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-14 |
Reach out to this advisor