Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-13 |
Branch Locations
39555 Orchard Hill Pl, Novi, MI 48375 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 08/1990 | 01/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 01/2023 | Present |
| Newedge Advisors | New Orleans | LA | 01/2023 | Present |
1.Fixed and Index annuities sales*Yes Investment*Shelby Township MI *Insurance Agent*Annuity sales*2/17/23*10 per mnth/1trade*Purchase of annuities 2. NewEdge Advisors* Yes Invest*Novi, MI *Registered Investment Advisor*1/11/23*Private Wealth Advisor*Financial Advisor and Asset Management*160 Hrs Trade/160 non trade 3. Cubit Wealth Management* Yes Invest*Novi, MI *Registered Investment Advisor*1/11/23*Private Wealth Advisor*Financial Planning and Asset Management*160 Hrs Trade/160 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-31 |
Reach out to this advisor