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 | 2018-11-02 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
Beverly Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Southfield | MI | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Southfield | MI | 11/2018 | Present |
1. BIRMINGHAM KINGS HIGH SCHOOL HOCKEY POSITION: Assistant Ice Hockey Coach NATURE: Assistant Ice Hockey Coach of the Birmingham Kings High School Hockey Team in Birmingham, Michigan. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2021 ADDRESS: 20500 West 13 Mile Road, Beverly Hills MI 48025, United States DESCRIPTION: Assistant Ice Hockey Coach for Birmingham Kings Ice Hockey. Duties include: Help with on-ice and off-ice instruction, practices and games, Student athlete advancement into college and future competition. 2. MICHIGAN COLLEGIATE HOCKEY CONFERENCE POSITION: Secretary NATURE: The Michigan Collegiate Hockey Conference is a college hockey conference in the American College Hockey Association. A Non-Profit Board is the governing body of the Michigan Collegiate Hockey Conference which is a 501c3 entity. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2021 ADDRESS: 777 Stoney Drive, South Lyon MI 48178, United States DESCRIPTION: Board Member in which my duties include: recording of meeting notes, answering questions and concerns from league members and discussing on-ice hockey league issues with other members. 3. OAKLAND UNIVERSITY HOCKEY TEAM POSITION: Head Coach NATURE: College Organization - 501C7 INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 1819 E Big Beaver Road, Troy MI 48083, United States DESCRIPTION: Head Coach 4. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Associate Wealth Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/10/2017 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products Sales/marketing of securities, investment advisory and insurance products 5. MICHIGAN FINANCIAL COMPANIES - INSURANCE POSITION: Associate Wealth Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/10/2017 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 6. MICHIGAN COLLEGIATE HOCKEY CONFERENCE POSITION: President NATURE: The Michigan Collegiate Hockey Conference is a college hockey conference in the American College Hockey Association. A Non-Profit Board is the governing body of the Michigan Collegiate Hockey Conference which is a 501c3 entity. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2021 ADDRESS: 15574 Buckingham Ave, Beverly Hills MI 48025, United States DESCRIPTION: Board Member in which my duties include: recording of meeting notes, answering questions and concerns from league members and discussing on-ice hockey league issues with other members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
Reach out to this advisor