Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-09 |
Branch Locations
39400 Woodward Ave Suite 255, Bloomfield Hills, MI 48304 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| MI | RA | APPROVED | 2023-11-03 |
Branch Locations
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304 • United States
Livonia, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Auburn Hills | MI | 05/2015 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | Present |
| Fifth Third Securities | Bloomfield Hills | MI | 07/2026 | Present |
Outside Employment; Comerica; Financial Advisor; Comerica is a Dual program, as such I am associated with Ameriprise Financial and Ameriprise considers Comerica as outside employment.; 39400 Woodward Ave. Suite255, , bloomfield hills, MI, 48304; Not Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Financial Oxygen; Financial Oxygen is a Comerica Bank money market system; 39400 Woodward Ave. Suite255, , bloomfield hills, MI, 48304; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
Reach out to this advisor