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 | 2026-01-27 |
Branch Locations
315 N. Division St. Suite 220, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Fenton | MI | 07/2014 | 02/2017 |
| Fifth Third Securities | Fenton | MI | 07/2015 | 02/2017 |
| The Huntington National Bank | Waterford | MI | 02/2017 | 05/2019 |
| The Huntington Investment Company | Columbus | OH | 05/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 05/2019 | 10/2020 |
| Morgan Stanley | Traverse City | MI | 11/2020 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Traverse City | MI | 10/2022 | 01/2026 |
| Brys Estate Vineyard And Winery | Traverse City | MI | 06/2022 | Present |
| Raymond James & Associates, Inc. | Traverse City | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-27 |
Reach out to this advisor