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 | 2023-09-28 |
Branch Locations
51 Ionia Ave. Sw Floor 2, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Merrillville | IN | 07/2007 | 09/2023 |
| Bank Of America, Na | Grand Rapids | MI | 12/2009 | 09/2023 |
| Raymond James & Associates | Grand Rapids | MI | 09/2023 | Present |
I*417552 For profit or not for profit: Name of outside business organization: Grand Rapids Community Foundation Investment related: N Address of business: Grand Rapids, Michigan, 49503 Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Participate in the Professional Advisory Committee as committee co-chair. Committee is a group that receives regular updates from the Grand Rapids Community Foundation on their initiatives within the community and shares feedback on trends we see in the financial advisory space. As co-chair, I would help develop agenda for the meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
Reach out to this advisor