Best Investors
Account
Sign in
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-13 |
| NY | RA | APPROVED | 2025-05-14 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 01/2010 | 03/2024 |
| Bank Of America, N.A | Troy | MI | 09/2012 | 03/2024 |
| Sequent Planning, Llc | Dearborn | MI | 05/2025 | Present |
| Unemployed | New York | NY | 04/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
Reach out to this advisor