Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| MI | RA | APPROVED | 2025-05-09 |
Branch Locations
2501 Coolidge Rd, East Lansing, MI 48823 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | East Lansing | MI | 05/2026 | Present |
| Raymond James Financial Services, Inc | East Lansing | MI | 06/2013 | 02/2017 |
| Trifound Financial | Laingsburg | MI | 02/2017 | 06/2023 |
| Brokers International Financial Services, Llc | Urbandale | IA | 04/2017 | 06/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2019 | 06/2023 |
| Trifound Advisory Llc | Fort Myers | FL | 06/2020 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 05/2024 | Present |
| Unemployed | Laingsburg | MI | 07/2023 | 04/2024 |
I*1844326, Entity Type, Name of OBA: Laingsburg Business & Community Association, Address: Laingsburg, MI, 48848, Investment Related: No, Position, Title, Association: Committee, Board Member, Employee Start Date: 05/22/2024, No Hours: 4hrs/Mo, No Hours during trading: 1, Duties: The Laingsburg Business & Community Association is a group that provides events for the town and bring business and community members together. I am currently a board member and the lead on the winterfest event committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-02-09 |
Reach out to this advisor