Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-10 |
| MI | RA | APPROVED | 2023-08-07 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Bank Of America, N.A./ Merrill Lynch, Pierce, Fenner & Smith Inc | Troy | MI | 09/2016 | 11/2019 |
| Mktg | Farmington Hills | MI | 04/2017 | 01/2018 |
| Citizens Bank | Farmington Hills | MI | 10/2011 | 09/2016 |
| Life Time Fitness | Novi | MI | 08/2016 | 09/2016 |
| Morgan Stanley | Farmington Hills | MI | 11/2019 | 02/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | 02/2020 |
| Door Dash | Novi | MI | 06/2020 | 08/2020 |
| Raymond James | Southfield | MI | 02/2021 | 10/2021 |
| Unemployed | Novi | MI | 08/2020 | 02/2021 |
| Unemployed | Novi | MI | 03/2020 | 06/2020 |
| Charles Schwab & Co., Inc. | Novi | MI | 10/2021 | 06/2023 |
| Charles Schwab Bank, Ssb | Novi | MI | 10/2021 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 06/2023 | Present |
| Bank Of America N.A. | Farmington Hills | MI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
Reach out to this advisor