Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
34034 Eight Mile Road, Suite 102, Farmington Hills, MI 48335 • United States
757 S. Main St, Plymouth, Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Wealth Management | Troy | MI | 08/2013 | Present |
| Voya Financial Advisors | Troy | MI | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/30/2013; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY: HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; INVESTMENT EXECUTIVE; 4/1/2016; 160; 160; SALE OF FIXED INSURANCE,SECURITIES,INVESTMENT PRODUCTS/GENERAL CPA PRACTICE. Horizon Adviser University (HAU) is part of the Horizon Adviser DBA, and the purpose of HAU is to educate. We keep our approved videos, podcast, blogs, etc. all here in one central place| 3) NAME OF ENTITY: HORIZON WEALTH MANAGEMENT; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; ASSOCIATE; 8/21/2013; 40; 40; INSURANCE & INVESTMENT SERVICES| 4) NAME OF ENTITY: EMPTY BOWLS DETROIT; No; 11745 ROSA BANKS BLVD; DETROIT; MI; 48206; NON-PROFIT ORGANIZATION; MEMBER; 9/1/2016; 6; 0; PREPPING BOWLS,ATTEND PLANNING MEEETINGS.| 5) NAME OF OTHER BUSINESS: KOS ISLAND, LLC; INVESTMENT RELATED: YES; ADDRESS: 755 W. BIG BEAVER RD STE 2020R TROY, MI 48084; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA FOR ACCOUNTING PURPOSES ONLY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
Reach out to this advisor