Best Investors
Account
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Best Investors
Account
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1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-23 |
Branch Locations
200 West Jackson Suite 1800, Chicago, IL 60606 • United States
1129 Northern Blvd. Suite 404, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | IL | 02/2022 | 10/2022 |
| Bank Of America, N.A. | Franklin | IL | 02/2022 | 10/2022 |
| Hylant, Inc. | Grand Rapids | MI | 06/2021 | 02/2022 |
| Grace Preschool | Grand Rapids | MI | 09/2020 | 05/2021 |
| Meijer | Grand Rapids | MI | 12/2019 | 03/2020 |
| Grand Rapids Yacht Club | Grand Rapids | MI | 05/2018 | 09/2020 |
| Grand Valley State University | Grand Rapids | MI | 08/2017 | 04/2021 |
| Clark Retirement Community | Grand Rapids | MI | 06/2015 | 04/2017 |
| Starbucks | Grand Rapids | MI | 05/2017 | 01/2020 |
| Halo Securities, Llc | Chicago | IL | 10/2022 | Present |
| Halo Investment Services | Chicago | IL | 01/2024 | Present |
HALO SECURITIES BROKER DEALER INTERNAL SALES CONSULTANT INVESTMENT RELATED SINCE 10/2022 HALO INVESTMENT SERVICES INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 01/2024 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
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