Best Investors
Account
Sign in
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-07 |
| MI | RA | APPROVED | 2026-05-06 |
| NY | RA | APPROVED | 2026-05-06 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
177 N. Main Street Suite 200, Plymouth, MI 48170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank (Chemical Bank) | Troy | MI | 02/2017 | 09/2017 |
| Huntington National Bank | Bloomfield Hills | MI | 10/2017 | 05/2019 |
| Comerica Bank | Bloomfield Hills | MI | 06/2019 | 09/2021 |
| Sequoia Financial Group Llc | Troy | MI | 09/2021 | 04/2024 |
| Sequoia Financial Advisors Llc | Troy | MI | 09/2021 | 04/2024 |
| Huntington National Bank | Birmingham | MI | 01/2016 | 10/2016 |
| Unemployed | Troy | MI | 11/2016 | 01/2017 |
| Osaic | Troy | MI | 04/2024 | 04/2026 |
| Waldron Private Wealth, Llc | Plymouth | MI | 04/2026 | Present |
1. RESERVE NOTARY POSITION: Notary NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 5741 Faircastle Drive, Troy MI 48098-2540, United States DESCRIPTION: Providing ad-hoc notary services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
Reach out to this advisor