Best Investors
Account
Sign in
Best Investors
Account
Sign in
3121 University Drive Suite 180, Auburn Hills, MI 48326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-09 |
Branch Locations
3121 University Drive Suite 180, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Brentwood | TN | 09/2009 | 05/2017 |
| Lpl Financial, Llc | Auburn Hills | MI | 06/2017 | 08/2021 |
| Budd, Melone & Co. Llc | Auburn Hills | MI | 06/2017 | 01/2021 |
| Melone Private Wealth, Llc | Auburn Hills | MI | 11/2020 | Present |
1. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 2. 1/14/2021 - Melone Private Wealth 401(k) Profit Sharing Plan - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 01/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 1/19/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Writing a Book - Author - Started 08/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-31 |
Reach out to this advisor