Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
51 Ionia Ave. Sw Floor 2, Grand Rapids, MI 49503 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/2017 | 04/2026 |
| University Of Michigan | Ann Arbor | MI | 08/2013 | 04/2017 |
| Unemployed | Muskegon | MI | 05/2017 | 08/2017 |
| Bank Of America Merrill Lynch | Ann Arbor | MI | 10/2016 | 03/2017 |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2017 | 04/2026 |
| Raymond James & Associates, Inc. | Grand Rapids | MI | 04/2026 | Present |
1) White Lake Yacht Club; Not investment related; 6748 South Shore Dr. Whitehall, MI 49461; WLYC is a seasonal Yacht/social Club; Board member; Started 08/01/2022; 3 hours per month devoted; 0 hours per month devoted during trading; Donations, member dues, capital campaigns. 2) Western Michigan Yachting Association; Not investment related; PO Box 101 Spring Lake, MI 49456; Yacht clubs in the Midwest to promote competitive armature sailing; Board member; Started 08/01/2024; 2 hrs per month devoted; 0 hours per month devoted during trading; Planning & execution of annual regattas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
Reach out to this advisor