Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-03 |
Branch Locations
100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • United States
East Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Park Ridge | IL | 01/2016 | 12/2016 |
| Charles Schwab Bank | Park Ridge | IL | 01/2016 | 12/2016 |
| Lpl Financial, Llc | Grand Rapids | MI | 01/2017 | 06/2017 |
| United Bank Of Michigan | Grand Rapids | MI | 01/2017 | 06/2017 |
| Tcf National Bank | Byron Center | MI | 06/2017 | 08/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 06/2017 | 08/2023 |
| Cetera Investment Advisers | Byron Center | MI | 06/2017 | 08/2023 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 08/2023 |
| Raymond James & Associates Inc. | Grand Rapids | MI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-13 |
Reach out to this advisor