Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Steel Coating | Monroe | MI | 12/2009 | 10/2016 |
| Red Viking | Plymouth | MI | 10/2016 | 09/2018 |
| Vantage Corporation | Livonia | MI | 09/2018 | 09/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2019 | 06/2025 |
| Mini Mittens Pediatric Therapy | Monroe | MI | 05/2023 | Present |
| Raymond James Financial Services Inc. | Monroe | MI | 06/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Monroe | MI | 06/2025 | Present |
(1)Name of Business: Ash Brokerage Address: 7447 N Telegraph Rd, Monroe, MI, 48162-9328, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life insurance sales through Ash Brokerage (2)Name of Business: Village Wealth Management Address: 7447 N Telegraph, MONROE, MI, 48162, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Team meeting and discussion on market opportunities and how to better run our businesses (3)Name of Business: Wilderness Wealth Address: 7447 N Telegraph Rd, Monroe, MI, 48162-9328, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Account to keep advisory income distinct from personal funds-essential for: Liability protection, clean financials for taxes, audits, was recommended by my CPA for tax purposes\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
Reach out to this advisor