Best Investors
Account
Sign in
Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-31 |
| SC | RA | APPROVED | 2025-01-15 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2016 | 08/2021 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 08/2021 | 06/2022 |
| Brighthouse Financial | Charlotte | NC | 06/2022 | 03/2024 |
| Alliance One Investment's | 4000 N Mingo Rd | OK | 04/2024 | 11/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 11/2024 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 11/2024 | Present |
1) Realtor. 13526 George Rd #209, San Antonio, Texas 78230. Start Date of Activity 02/21/2023. Nature of the Business: Real Estate. Position: Realtor. Duties: Assist individuals find and sell homes. Weekday hours devoted to the OBA: 0. Weekend hours devoted to the OBA: 8 2) Concorde Holdings, Inc., Investment related. Ann Arbor, MI, Holding company of Broker Dealer affiliate. Position - Brokerage Coordinator. Start date: Nov 2024. Full time during trading hours. 3) Concorde Asset Management, LLC, Investment related. Ann Arbor, MI, RIA firm of Broker Dealer affiliate. Position - Brokerage Coordinator Start date: Nov 2024. Full time during trading hours. 4) Collective Realty. Investment related. Start date: 2/1/2023. 135George Rd #103, San Antonio, TX 78230. Real Estate Agent. 1-5 Hours during non-trading hours. 1-5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-08 |
Reach out to this advisor