Best Investors
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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-10 |
Branch Locations
300 E Long Lake Road Suite 125, Bloomfield Hills, MI 48304 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earl Smith Distributing | Port Huron | MI | 05/2018 | 08/2018 |
| J. Sterling Industries | Kalamazoo | MI | 02/2019 | 08/2019 |
| Amrock | Detroit | MI | 06/2020 | 08/2020 |
| Sageview Advisory | Bloomfield Hills | MI | 10/2021 | 01/2024 |
| Unemployed | Capac | MI | 01/2013 | 04/2018 |
| Full Time Student | Grand Rapids / Kalamazoo | MI | 09/2018 | 01/2019 |
| Full Time Student | Grand Rapids | MI | 09/2019 | 05/2020 |
| Full Time Student | Grand Rapids | MI | 09/2020 | 08/2021 |
| Cetera Advisors | St Cloud | MN | 09/2022 | 01/2023 |
| Cetera Advisors | St Cloud | MN | 01/2023 | 01/2024 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 04/2023 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | Present |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 08/2024 | Present |
1)Bloomfield Hills Advisory;investment related;300 E Long Lake Dr,Bloomfield Hills,MI 48304;llc;associate wealth advisor;1/9/2024;160 hrs/month;130 hrs during trading;working as first point of contact with clients to assist on any of their needs,opening new accounts,fielding calls,servicing accounts,preparing documents for client meetings,placing trades for client requests
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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