Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
Jenison, MI • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 03/2017 | 10/2020 |
| New York Life Insurance Company | Grand Rapids | MI | 10/2016 | 03/2017 |
| Ascension Health | Kalamazoo | MI | 06/2015 | 03/2017 |
| Western Michigan University | Kalamazoo | MI | 09/2015 | 10/2016 |
| Peak Financial Llc | Grand Rapids | MI | 10/2020 | 11/2021 |
| Fidelity Investments | Grand Rapids | MI | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64791|OrgNmn:Grand Valley State University|Org Addr:Grand Rapi,Michigan,US|OBA Nature:College University|Invst Rel:N|Title:Employee|Duties:Adjunct professor teaching content created by university|StrtDt:08-15-19|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-30 |
Reach out to this advisor