Best Investors
Account
Sign in
Best Investors
Account
Sign in
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-01 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Coopersburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospect Financial Group Llc | Coopersburg | PA | 06/2025 | 04/2026 |
| Homemaking | Coopersburg | PA | 05/2022 | 05/2025 |
| Johnson & Johnson | New Brunswick | NJ | 05/2005 | 04/2022 |
| Fiduciary Financial Advisors | Grand Rapids | MN | 04/2026 | Present |
DESI PROPERTIES LLC. NOT INVESTMENT RELATED. COOPERSBURG, PA. REAL ESTATE. OWNER. START DATE: 2016. 20 HOURS A MONTH. 5 HOURS DURING SECURITIES TRADING HOURS. OVERSIGHT OF PROPERTIES, INCLUDING COORDINATION WITH PROPERTY MANAGEMENT, FINANCIAL REVIEW, AND ADMINISTRATIVE MATTERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
Reach out to this advisor