Best Investors
Account
Sign in
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-24 |
Branch Locations
625 S Garfield Ave., Traverse City, MI 49686 • United States
Wmi And Cmi Osj - Byron Center 2445 84Th Street Sw, Byron Center, MI 49315 • United States
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 |
|---|---|---|---|---|
| Fifth Third Securities, Inc. | Cincinnati | OH | 05/2001 | 02/2021 |
| The Huntington National Bank | Traverse City | MI | 02/2021 | 02/2024 |
| The Huntington Investment Company | Columbus | OH | 02/2021 | 02/2024 |
| The Huntington Investment Company | Columbus | OH | 02/2024 | Present |
| Huntington National Bank | Traverse City | MI | 02/2024 | Present |
CURVY'S STORAGE POSITION: non-paid help NATURE: Occasional Errand Boy INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 1245 Gold Ct, Traverse City MI 49696, United States DESCRIPTION: My wife purchased a 40x80 pole barn years ago to store our toys AND make a little money storing other folks toys and called it Curvy's Storage. The building is in her LLC that is sole member with her being the sole member. I simply go let people in and let them out when she needs help....maybe 3-5 times a year. GRAND TRAVERSE INDUSTRIES POSITION: Board member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 2170 Traversefield Dr, Traverse City MI 49686, United States DESCRIPTION: A non-profit company that employs mentally and physically disabled folks to earn a wage doing simple manual labor such as plastic bag production, cleaning offices, and industrial assembly. NAME: Munson Hospital Foundation Board of Directors POSITION: Board member NATURE: no duties. It is a non-voting board. INVESTMENT RELATED: no NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 4/12019 ADDRESS: 1105 Sixth St. Traverse City, MI 49684 DESCRIPTION: no duties. It is a non-voting board. Responsible to attend 10 meetings per year which are largely virtual and one in person. VERY easy board to be on for the visibility in the community. NAME: Tups Classics, LLC POSITION: Owner NATURE:buying, transporting, and selling classic cars INVESTMENT RELATED: No NUMBER OF HOURS:0-5 SECURITIES TRADING HOURS: 0 START DATE: 5/12/2025 ADDRESS: 9950 E Traverse HWY, Traverse City, MI 49684 DESCRIPTION: buying, transporting, and selling classic cars maybe once a year. Last year (2024) there was no activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
Reach out to this advisor