Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-02-11 |
Branch Locations
170 College Avenue Suite 260, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-08 |
Branch Locations
114 East 26Th Street, Holland, MI 49423 • United States
170 College Avenue Suite 260, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Michigan Community Bank | Holland | MI | 11/2011 | Present |
| Ipi | Holland | MI | 02/2011 | 12/2018 |
| Ameriprise Financial Services, Inc. | Holland | MI | 09/2018 | 12/2018 |
| S.A. Mason, Llc | Holland | MI | 11/2018 | Present |
| Investment Professional, Inc | Holland | MI | 11/2011 | 09/2018 |
| Ameriprize Financial Services, Inc | Holland | MI | 09/2018 | 09/2018 |
| Infinex Investments, Inc. | Meriden | CT | 02/2019 | Present |
WEST MICHIGAN COMMUNITY BANK. IT IS NON-INVESTMENT RELATED.ADDRESS IS 99 EAST 8TH STREET, HOLLAND, MI 49423. NATURE OF BUSINESS IS BANKING. MY TITLE IS SVP WEALTH MANAGEMENT. I DEVOTE 40+ TO WMCB DURING TRADING HOURS. MY RESPONSIBILITIES INCLUDE MANAGING THE WEALTH MANAGEMENT LINE OF BUSINESS AND ASSOCIATED STAFF. ADAMSWAY DEV LLC-1680 HIGH POINTE DR, ZEELAND, MI 49464; COMMERCIAL REAL ESTATE DEV;MEMBER-PARTNERS INCLUDE MYSELF, FATHER IN LAW AND 2 UNCLES SINCE 1997; 2 HR/MTH NON TRADING HOURS, VOTING PARTNER MASON CAPTIAL MNGMNT (SA MASON LLC)-170 COLLEGE AVE, STE 260, HOLLAND, MI 49423;RIA OFFICE-REFER INVESTMENT CLIENTS WHEN APPROPRIATE-AGENT SINCE 2011; 2HR/MTH GOSHORN LAKE COTTAGE-3581 65TH ST, SAUGATUCK, MI 49453;REAL ESTATE-FAMILY COTTAGE/SEASONAL RENTAL; JOINT OWENERSHIP WITH WIFE SINCE 2006; 1 HR/MTH NON BUS HOURS Van Raalte Farm Civil War Muster; Non Investment Related; 114 E. 26th St., Holland, MI 49423, vanraaltefarmcivilwarmuster.com; President/Treasurer; Start date: June 15, 2015; 5 hours per month devoted to other business activity none of which are during securities trading hours. Not Compensated; Contractual/Banking/Checking Account signatory authority; duties include president/treasurer overseeing all operational activities for the organization. Dream LLC | Real Estate | 114 E. 26th St., Holland, MI 49423 | Real Estate Holding Company | Managing Member | Start Date: June 2004 | Approximately 1 hour per month devoted to other business activity, none of which are during securities trading hours | No Compensation | Contract Signatory Authority | LLC is used to buy & sell real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-21 |
Reach out to this advisor