Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan State University | East Lansing | MI | 09/2017 | 05/2022 |
| Michigan State University | East Lansing | MI | 01/2022 | 05/2022 |
| Department Of Egle | Lansing | MI | 06/2021 | 11/2021 |
| Treasure Carbon | Shanghai | 05/2020 | 08/2020 | |
| Michigan State University | East Lansing | MI | 09/2019 | 05/2020 |
| Togos | Marquette | MI | 05/2019 | 08/2019 |
| Togos | Marquette | MI | 05/2018 | 09/2018 |
| Unemployed | Marquette | MI | 06/2017 | 08/2017 |
| Marquette Senior High School | Marquette | MI | 08/2013 | 05/2017 |
| Hantz Financial Services | Marquette | MI | 06/2022 | 05/2023 |
| Marquette Neighborhood Spot Llc | Marquette | MI | 06/2023 | 12/2023 |
| First Bank Dba First Investment Services | Ishpeming | MI | 11/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisors Llc | Schaumburg | IL | 02/2024 | Present |
| Grow Up North | Republic | MI | 03/2024 | 12/2025 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FIRST BANK DBA FIRST INVESTMENT SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES ON BANK PREMISES; 3. NAME OF OTHER BUSINESS: MARQUETTE REGIONAL HISTORY CENTER; INVESTMENT RELATED: NO; ADDRESS: 145 W SPRING ST MARQUETTE, MI 49855; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONITOR BANK BALANCE AND REPORT AT EXECUTIVE MEETINGS, ATTEND MONTHLY BOARD MEETINGS; 4. NAME OF OTHER BUSINESS: POGONA AGENCY, LLC; INVESTMENT RELATED: NO; ADDRESS: 743 PALMS AVE, ISHPEMING, MI 49849; NATURE OF BUSINESS: INS DBA; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: EXPLAIN, DISCUSS, AND SELL PROPERTY, CASUALTY, OR COMMERCIAL INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
Reach out to this advisor