Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
6460 S Westnedge Ave, Portage, MI 49002 • United States
141 E. Michigan Avenue, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Portage | MI | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Portage | MI | 03/2026 | Present |
| Empower | Greenwood Village | CO | 07/2023 | 03/2026 |
| Mercantile Bank | Kalamazoo | MI | 12/2022 | 07/2023 |
| Kalsee Credit Union | Kalamazoo | MI | 07/2021 | 12/2022 |
| Huntington National Bank | Portage | MI | 07/2018 | 07/2021 |
| Unemployment | Portage | MI | 05/2018 | 07/2018 |
| Best Buy | Portage | MI | 09/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
Reach out to this advisor