Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-11 |
| TX | RA | APPROVED_RES | 2023-08-09 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Birmingham | MI | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
RENTAL PROPERTY / INVESTMENT RELATED / PONTIAC, MI / 100% OWNERSHIP WITH SPOUSE / START 01-JANUARY-2006 / 2 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / LANDLORD. *568296 - Trinity Health Oakland; Investment related-No; Pontiac, Michigan; Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 2; After business hours: 4; Administrative, Other *568298 - JGJ Investments LLC; Investment related-Yes; Waterford, Michigan; Rental Property; Partner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2004; During business hours: 0; After business hours: 4; Property Management *568467- Bueno Enterprises, LLC; Investment related: Yes; Chapin, South Carolina; Other; Partner, Investor (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 0; After business hours: 0; passive investor *568457- Crypto Ceramics, LLC; Investment related: Yes; Livonia, Michigan; Art/Culture; Partner, Investor (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 1; I'm a passive investor *695156 - Bueno Family Ventures LLC; Investment related: Yes; Farmington Hills, Michigan; Leadership development, executive retreats, curated private events and hospitality; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 16; Business Development/Growth, Fundraising, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
| S66 | Uniform Combined State Law Examination | 2001-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
Reach out to this advisor