Best Investors
Account
Sign in
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2020-03-12 |
| FL | RA | APPROVED | 2020-03-09 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
3117 Edgewater Dr. Suite A, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2017 | 03/2020 |
| Michigan State University | East Lansing | MI | 08/2013 | 05/2017 |
| Extended Travel | Lansing | MI | 05/2017 | 10/2017 |
| Primerica, Inc. | Lansing | MI | 07/2017 | 10/2017 |
| Bank Of America, N.A. | Washington | DC | 02/2018 | 03/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 03/2020 | Present |
| Stokes Wealth | Orlando | FL | 03/2020 | Present |
1)NAME: ANUZIS CAPITAL, LLC; INV RELATED: NO; ADDRESS: 5 LOCUST LANE, LANSING, MI 48911; NATURE: ESTATE PLANNING BY MY PARENTS; POSITION: PART OWNER; START DATE: 01/01/2001; HOURS/MONTH: LESS THAN 1; TRADING HOURS/MONTH: 0; DUTIES: NONE. PART OWNER 2)NAME: STOKES WEALTH; INV RELATED: NO; ADDRESS: 3117 EDGEWATER DRIVE, SUITE A, ORLANDO, FL 32804; NATURE: SALES AND SERVICING OF FIXED INSURANCE PRODUCTS; POSITION: AGENT; START DATE: 03/03/2020; HOURS/MONTH: 60; TRADING HOURS/MONTH: 60; DUTIES: SALES AND SERVICING OF FIXED INSURANCE PRODUCTS AND MEDICARE SUPPLEMENTS. 3)NAME: AMS; INV RELATED: NO; ADDRESS3117 EDGEWATER DRIVE, SUITE A ORLANDO, FL 32804; NATURE SALES AND SERVICING OF FIXED INSURANCE PRODUCTS; POSITION: AGENT; START DATE: 03/03/2020; HOURS/MONTH: 60; TRADING HOURS/MONTH: 60; DUTIES: SALES AND SERVICING OF FIXED INSURANCE PRODUCTS AND MEDICARE SUPPLEMENTS 4)NAME: NEXT GENERATIONS PROJECT; INV RELATED: NO; ADDRESS: 1315 INDEPENDENCE AVE SE UNIT 33, WASHINGTON, DC 20003; NATURE: EDUCATIONAL FOUNDATION TO ENCOURAGE NEXT GENERATIONS OF SURVIVORS REMEMBERANCE OF THE HOLOCAUST; POSITION: AGENT; START DATE: 06/2021; HOURS/MONTH: 40 HOUR MONTHLY; TRADING HOURS/MONTH: 0; DUTIES: EXECUTIVE DIRECTOR/ASSIST IN ADMINISTRATIVE ASPECTS OF RUNNING THE FOUNDATION 5)NAME: MSU ALUMNI ASSOCIATION BOARD; INVESTMENT RELATED: NO; ADDRESS: 535 CHESTNUT RD, ROOM 300, EAST LANSING, MI 48824; POSITION: PRESIDENT; DUTIES: ORGANIZE AND PARTICIPATE IN EVENTS, GROW ALUMNI PARTICIPATION AND ASSIST OTHER BOARD MEMBERS WITH THEIR DUTIES. HOURS: 2 HOURS PER WEEK. START DATE: 08/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-20 |
Reach out to this advisor