Best Investors
Account
Sign in
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-29 |
Branch Locations
900 W. University Drive Suite A-1, Rochester, MI 48307 • United States
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Harper Woods | MI | 04/2010 | 08/2019 |
| J.P. Morgan Securities Llc | Rochester Hills | MI | 10/2012 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Livonia | MI | 01/2018 | 08/2019 |
| Pnc Investments | Pittsburgh | PA | 08/2019 | 08/2021 |
| Oliver Lagore Vanvalin Investment Group, Inc. | Flint | MI | 08/2021 | 05/2024 |
| Ae Financial Services, Llc | Topeka | KS | 08/2021 | 05/2024 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2024 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 05/2024 | Present |
1) DBA - FIDELIS WEALTH- 900 W. UNIVERSITY DRIVE, SUITE A-1, ROCHESTER, MI 48307; INVESTMENT RELATED; ADVISORY FIRM; FINANCIAL ADVISOR; START DATE JANURARY 30, 2025; ADVICE AND FINANCIAL PLANNING; 240 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 240 HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 2) ROMAN JAMES FOUNDATION - 22805 INTERSTATE DRIVE, CLINTON TOWNSHIP, MI 48035; NON-INVESTMENT RELATED; FOUNDATION THAT RAISES FUNDS TO PAY FOR FUNERAL COSTS FOR INFANT BURIALS; BOARD MEMBER; 1% OF TIME SPENT. 3) FIXED INDEXED & VARIABLE ANNUITIES - 900 W. UNIVERSITY DRIVE, SUITE A-1, ROCHESTER, MI 48307; INVESTMENT RELATED; START DATE NOVEMBER 1, 2015; INSURANCE SALES; BROKER; 5 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 5 HOURS/MONTH DEVOTER TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-04 |
Reach out to this advisor