Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-10 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Grand Rapids | MI | 07/2016 | 10/2019 |
| Arbor Financial Credit Union | Grand Rapids | MI | 11/2019 | 11/2021 |
| First Merchants Corporation | Grand Rapids | MI | 12/2021 | 09/2022 |
| F&S Ale Llc | Grand Rapids | MI | 10/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 10/2022 | Present |
I* 1684261For profit or not for profit: Entity CharitableName of outside business organization: Junior Achievement of the Michigan Great LakesInvestment related: noAddress of business: Grand Rapids, MI, 49546Nature of business: Charitable OrganizationPosition, title, association: Board MemberStart date of relationship: 02/05/2024Number of hours devoted: 6 monthlyNumber of hours devoted during trading hours: 4Duties: Junior Achievements proven lessons in financial literacy, work and career readiness, and entrepreneurship are shown to positively impact the lives of young people. Roles and Responsibilities - Board position. Fund raising, volunteer efforts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-21 |
Reach out to this advisor