Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-06 |
| TX | RA | APPROVED | 2020-12-05 |
Branch Locations
2940 Centennial Rd., Toledo, OH 43617 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regan Financial | Toledo | OH | 07/1988 | Present |
| Lpl Financial Llc | Toledo | OH | 01/2010 | 12/2020 |
| Sigma Financial Corporation | Ann Arbor | MI | 12/2020 | Present |
| Spc | Ann Arbor | MI | 12/2020 | Present |
1. 01/04/2010 - Regan Financial, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 30% - FIXED ANNUITY, TERM, UL, WHOLE LIFE, DISABILITY, LTC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
Reach out to this advisor