Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 02/2006 | Present |
| Self Employed | Kalamazoo | MI | 06/1992 | Present |
| Investment Plus | Kalamazoo | MI | 02/2006 | Present |
1)Investment Plus - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Investment Plus | 2555 South 11th Street, Suite A, Kalamazoo, MI 49009 | Owner | Description: Own and manage office building | Beginning 1/2010 | 10 hours per month, 0 hours during trading hours | Unpaid | Not investment related 4)Mary Kay Cosmetics | 1710 Toscano Street, Kalamazoo, MI 49009 | Senior Sales Director | Description: Sell products and manage other salespeople | Beginning 6/1992 | 50 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-18 |
Reach out to this advisor