Best Investors
Account
Sign in
Best Investors
Account
Sign in
Temperance, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
| OH | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-07-28 |
| MI | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Toledo | Toledo | OH | 08/2014 | 05/2019 |
| Verizon Wireless | Toledo | OH | 01/2017 | 06/2019 |
| Ups | Toledo | OH | 06/2016 | 01/2017 |
| Northwestern Mutual | Milwaukee | WI | 06/2019 | 01/2025 |
| Mml Investors Services Llc Dba Dynasty Wealth Partners | Toledo | OH | 01/2025 | 08/2026 |
| Precision Wealth Advisors Llc | Temperance | MI | 06/2026 | Present |
-licensed insurance agent with Precision Wealth Advisors LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-23 |
Reach out to this advisor