Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Bloomfield Hills | MI | 11/2015 | 08/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 08/2023 | 01/2026 |
| Raymond James & Associates, Inc. | Birmingham | MI | 01/2026 | Present |
(1)Name of Business: Address: 888 Denison Court, BLoomfield Hills, MI, 48302, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 06/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I used to be a figure skating coach and my wife still is. She is working with a nationally ranked pair team and has asked that I consider accompanying them to the US Figure Skating National Championships in January of 2027. I am uniquely suited for this because I am a 2006 Olympian in Pairs Skating, and am able to travel. Assuming the season goes as planned, I will be a credentialed coach at the upcoming national championships. I will bill for travel/hotel and an hourly rate for my services. (2)Name of Business: Backpacks 4 Fun Address: 2128 Bordeaux St, West Bloomfield, MI, 48323, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/16/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the nonprofit’s financial health, controls, and stewardship\nReview and present financial statements to the board\nLead or oversee annual budgeting and monitor results vs. budget\nOversee cash management, bank accounts, and authorized signers\nEnsure timely tax filings, Form 990, and regulatory compliance\nHelp establish and monitor financial policies and internal controls\nAdvise the board on financial risks and major financial decisions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-22 |
Reach out to this advisor