Best Investors
Account
Sign in
Grand Ledge, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
Grand Ledge, MI • United States
Careywood, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of Michigan | Lansing | MI | 05/2014 | 01/2025 |
| Dominion Protection Llc | Sumas | WA | 01/2024 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 07/2024 | 10/2025 |
| Rightoak Asset Management | Grand Ledge | MI | 10/2025 | Present |
1. INSURANCE; NOT INV RELATED; MICHIGAN; INSURANCE AGENT; START 01/24; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2. HIGH CALLING FITNESS LLC; NOT INV RELATED; 9088 KENDALL RD, SUMAS WA, 98295; OWNER/COACH; START 09/21; 30 HOURS PER MONTH; 30 HOURS DURING SECURITIES TRADING HOURS; FITNESS PERSONAL TRAINER. 3. 1689 HOLDINGS: CLARKSVILLE, TN; NOT INVESTMENT RELATED; CEO; CIGAR COMPANY; START DATE: 01/2025; LESS THAN 10% OF TIME IS SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
Reach out to this advisor