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 | 2024-11-13 |
| MI | RA | APPROVED | 2019-08-02 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
17199 N. Laurel Park Drive Suite 8, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Southfield | MI | 05/2018 | 11/2018 |
| Beaumont Health | Royal Oak | MI | 07/2016 | 04/2018 |
| Wayne State University | Detroit | MI | 08/2015 | 12/2017 |
| Osaic Wealth, Inc. | Southfield | MI | 11/2018 | Present |
1. MICHIGAN FINANCIAL COMPANIES - DUNLEAVY WEALTH MANAGEMENT POSITION: Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2019 ADDRESS: 28411 Northwestern Hwy, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2. MICHIGAN FINANCIAL COMPANIES - DUNLEAVY WEALTH MANAGMENT-SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2018 ADDRESS: 28411 Northwestern Hwy suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. FATHOM FINANCIAL PARTNERS - SECURITIES POSITION: Director of Investment Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4. FATHOM FINANCIAL PARTNERS POSITION: Director of Investment Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 5. NORTH STAR PLANNERS POSITION: Owner NATURE: LLC S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/10/2026 ADDRESS: 28411 Northwestern Hwy Suite 1300, Southfield MI 48072, United States DESCRIPTION: This is an S Corp so I can pay myself a W2 and contribute to a 401k. I run payroll for myself and am planning on setting up a 401k.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-19 |
Reach out to this advisor