Best Investors
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6011 Stadium Drive, Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2016 | 06/2017 |
| Roosevelt University | Chicago | IL | 01/2014 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norridge | IL | 06/2017 | 03/2021 |
| Fidelity Investments | Naples | FL | 03/2021 | 03/2024 |
| Hbks Wealth Advisory | Naples | FL | 03/2024 | 12/2024 |
| Hbk Sorce Insurance Llc | Canfield | OH | 03/2024 | 12/2024 |
| Valley Oak Investment Strategies Llc | Kalamazoo | MI | 08/2025 | Present |
| Valley Oak Investment Strategies Llc | Kalamazoo | MI | 01/2026 | Present |
| Insurance Agent | Ave Maria | FL | 03/2022 | Present |
1. Insurance Agent. Investment Related. Residential address in Maria, FL. 03/2024. 5 hrs month/5 hrs during trading. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
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