Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-05 |
| MI | RA | APPROVED | 2024-04-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Utica | MI | 08/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Utica | MI | 10/2015 | 02/2020 |
| Summit Financial Group Inc | Utica | MI | 03/2018 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 04/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2024 |
| Osaic Wealth, Inc. | Utica | MI | 02/2024 | Present |
1. MICHIGAN FINANCIAL COMPANIES-FIXED INSURANCE POSITION: Registered Financial Cocultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2024 ADDRESS: 8344 Hall Rd. #211, Utica MI 48317, United States DESCRIPTION: Sales and Marketing of Fixed Annuities and non-variable insurance. 2. MICHIGAN FINANCIAL COMPANIES-SECURITIES POSITION: Registered Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: 8344 Hall Rd. #211, Utica MI 48317, United States DESCRIPTION: Sales,Marketing of Securities,Investment Advisory and Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-10 |
Reach out to this advisor