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 | 2023-10-02 |
Branch Locations
17199 N. Laurel Park Drive Suite 8, Livonia, MI 48152 • United States
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Financial Companies | Southfield | MI | 08/2021 | Present |
| Uhy | Farmington | MI | 01/2020 | 08/2021 |
| Bkd | Cincinnati | OH | 01/2019 | 03/2019 |
| Walsh College | Troy | MI | 04/2019 | 12/2019 |
| Walsh College | Troy | MI | 06/2018 | 12/2018 |
| Xavier University | Cincinnati | OH | 08/2014 | 05/2018 |
| Osaic Wealth, Inc. | Southfield | MI | 07/2022 | Present |
1. MICHIGAN FINANCIAL COMPANIES-DUNLEAVY WEALTH MANAGEMENT - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: "Sales/marketing of securities, investment advisory and insurance products" 2. MICHIGAN FINANCIAL COMPANIES-DUNLEAVY WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/02/2023 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 4. FATHOM FINANCIAL PARTNERS - FIXED INSURANCE POSITION: Partner Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sale/Marketing of Fixed annuities and non-variable Insurance 5. FATHOM FINANCIAL PARTNERS - SECURITIES POSITION: Partner Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of Securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
Reach out to this advisor