Best Investors
Account
Sign in
Best Investors
Account
Sign in
525 W. Merrill St., Birmingham, MI 48009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-19 |
| MI | RA | APPROVED | 2021-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Alternatives Ltd. | Bloomfield Hills | MI | 10/2013 | 03/2020 |
| Wealthcare Advisors, Llc | Bloomfield Hills | MI | 08/2014 | 03/2020 |
| Tru Independence Asset Management, Llc | Portland | OR | 03/2020 | 04/2021 |
| Motive Wealth Advisors, Llc | Birmingham | MI | 04/2021 | Present |
1. ENTITY NAME: JC NIEDZINSKI LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: MANAGER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: ADMINISTRATIVE; CONTINGENT FINANCIAL MANAGEMENT. 2. ENTITY NAME: JS CLOSE LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: SOLE-MEMBER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: ADMINISTRATIVE; FINANCIAL MANAGEMENT.
Reach out to this advisor