Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| New Third Coast | Cedar | MI | 06/1979 | Present |
| Questar Capital Corporation | Minneapolis | MN | 12/2008 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2008 | 03/2019 |
| Woodbury Financial Services, Inc. | Traverse City | MI | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Traverse City | MI | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Traverse City | MI | 01/2024 | Present |
1. PROFESSIONAL MUSICIAN POSITION: Musician NATURE: Entertainment INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1979 ADDRESS: 4643 Arbor Grove Drive, Traverse City MI 49685, United States DESCRIPTION: I/we perform our music at venues in and around the Traverse City area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
Reach out to this advisor