Best Investors
Account
Sign in
8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-06-15 |
Branch Locations
8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowe's | Midland | MI | 03/2017 | 08/2017 |
| Vertiv | Columbus | OH | 05/2018 | 08/2018 |
| Northwestern Mutual | Columbus | OH | 10/2018 | 01/2019 |
| Verde Capital Management | Clarkston | MI | 06/2019 | 08/2019 |
| Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Verde Capital Management, Inc. | Clarkston | MI | 05/2020 | Present |
| Millpond Bed And Breakfast, Llc | Clarkston | MI | 10/2020 | Present |
| Sedera Health Affiliate | Austin | TX | 02/2021 | Present |
1. Sedera Health Affiliate; Investment Related: No; Location: 7171 Southwest Pkwy building 300 suite 350, Austin, TX 78735; Description of the business: Medical Cost Share Group; Responsibilities Duties: Sell memberships; Start date with business: 2021-02-01; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1. 2. Millpond Bed and Breakfast LLC; Investment Related: Yes; Location: 8155 N Main St, Village of Clarkston, MI 48346; Description of the business: A historic property in Clarkston, Michigan with multiple Airbnb rental units; Responsibilities Duties: Minority Investor/Owner; Start date with business: 2020-10-15; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-15 |
Reach out to this advisor