Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
| MI | RA | APPROVED | 2024-04-02 |
Branch Locations
200 Ottawa Ave Nw, Floor 4, Grand Rapids, MI 49503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na. | Grand Rapids | MI | 12/2019 | Present |
| J.P. Morgan Securities Llc | Grand Rapids | MI | 12/2019 | Present |
| Legacy Trust | Grand Rapids | MI | 05/2018 | 10/2019 |
| Fifth Third Private Bank | Grand Rapids | MI | 01/2011 | 05/2018 |
| Unemployed | Caledonia | MI | 11/2019 | 11/2019 |
Entity Name: StretchLab Investment related: No Address: Caledonia, Michigan 49316 StretchLab.com Nature of the other business: Fitness Position/Title/Relationship: Owner/Partner Start Date: 02/02/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife, Diane, will be joint owner and operator of three boutique fitness franchises in the stretching modality across West Michigan. I am joint owner, but will not have any day to day responsibility with the business. I helped fund the initial investment for Diane.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-20 |
Reach out to this advisor