Best Investors
Account
Sign in
Best Investors
Account
Sign in
2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-06-08 |
Branch Locations
2565 West Maple Rd, Troy, MI 48084 • United States
8740 Big Bend Blvd., Webster Groves, MO 63119 • 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 |
|---|---|---|---|---|
| Upgradeboats.cOm | Carolina Beach | NC | 08/2011 | 11/2016 |
| Auto Classics | Carolina Beach | NC | 12/2011 | 03/2019 |
| Claraphi Advisory Network | Laguna Hills | CA | 01/2019 | 08/2019 |
| Dempsey Lord Smith, Llc | Rome | GA | 05/2019 | 04/2021 |
| Dempsey Lord Smith, Llc | Rome | GA | 08/2019 | 04/2021 |
| Concorde Investment Services, Llc | Livonia | MI | 04/2021 | 06/2022 |
| Concorde Asset Management, Llc | Livonia | MI | 04/2021 | 06/2022 |
| Aurora Securities Inc | Webster Groves | MO | 06/2022 | Present |
| Secure Asset Management, Llc | Webster Groves | MO | 06/2022 | Present |
| Secure Investors Group | Webster Groves | IL | 06/2022 | Present |
1. Insurance Agent. Investment related. 8740 Big Bend, St. Louis, MO 63119. Licensed insurance agent conducting Insurance related activities. Approximately 20 hours per month during trading hours. 2. Secure Asset Management, LLC. Investment related. 8740 Big Bend, St. Louis, MO 63119. Investment Advisor Representative. Start date: June 2022. Part-time during trading hours (approx. 3 hours per trading hours). 3. 1031 Consulting and Services Group dba for investment related services. 8740 Big Bend, St. Louis, MO 63119. President. Start date: June 2022, Consulting and services firm. Approx. 120 hours per month during trading hours. 4. Insurance Representative; Investment Related. 8740 Big Bend, St. Louis, MO 63119; Licensed Insurance Representative with Secure Investors Group - an affiliate of Secure Asset Management LLC. 5. Aurora Securities, Inc.; Investment related: Yes; 8740 Big Bend, St. Louis, MO 63119. United States; Description of the business: A branch office of Aurora Securities, Inc., a registered broker-dealer under common ownership with Secure Asset Management, with headquarters co-located in Troy, MI; Position Title: Registered Representative; Responsibilities Duties: Retail investment sales; Start date with business: 2022-06-08; Hours per month during trading hours: 120; Hours per month outside trading hours: 30. 6. Bobra 8740 LLC. 100% owner. 8740 Big Bend Blvd. St. Louis, MO 63119 Start Date: May 2026. Real Estate Holding Co. (landlord). Hours per month: 5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-18 |
Reach out to this advisor