Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-08 |
Branch Locations
209 W. Louis Glick Highway Suite A, Jackson, MI 49201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jackson | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jackson | MI | 11/2016 | 11/2018 |
| Charles Schwab & Co., Inc. | Jackson | MI | 11/2018 | Present |
1) CCH Homeowners Association | Investment Related:No|NA|Jackson|MI|49201|USA|Other|Secretary|10/1/2016|Less than 20|0|Take notes at meeting 4 times a year, 2) FIFTYFOUR HOLDINGS, LLC | Investment Related:Yes|Financial Services|Owner|11/27/2018|More than 40|8|Entity established in connection with Reps independent broker relationship with firm, for Liability protection and Tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-13 |
Reach out to this advisor