Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-05-24 |
| MI | RA | APPROVED | 2010-06-01 |
Branch Locations
24255 W 13 Mile Rd Ste 290, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Bingham Farms | MI | 05/2004 | Present |
(1) 05/24/2004 - REAL ESTATE SALES PERSON - Mortgage/Real Estate Services - TIME SPENT 2% (2) 05/24/2004 - TAX CONSULTING (3) 06/29/2004 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES, LTC, HEALTH, DIS, & FIXED LIFE - BINGHAM FARMS, MI (4) 12/29/2005 - NATIONAL HOLDING INC. - REFERRAL - REFER INDIVIDUALS, INCLUDING CLIENTS, TO THE REAL ESTATE BROKER I AM LICENSED UNDER, NATIONAL HOLDING INC. UNDER MICHIGAN LAW, A LICENSED REAL ESTATE SALESPERSON MAY RECEIVE A NEGOTIATED REFERRAL FEE FROM THE LISTING OR SELLING REAL ESTATE BROKER. - 5% OF TIME SPENT (5) 12/11/2008 - GREGORY A KATEFF CPA PC - CPA/BOOKKEEPER/TAX PREPARER - TAX PREP/ACCTG IS APPRVD. ADD: CONTRACTED STATE AND LOCAL TAX CONSULTING FOR FIRM(S) THAT SPECIALIZE IN THIS AREA OF TAXATION FOR BUS. ENTITIES (INCLUDES STATE INCOME/FRANCHISE, SALES/USE, PROPERTY TAXES, AND OTHER FED/STATE OPER. TAXES AND CREDITS) - 15% OF TIME SPENT - BINGHAM FARMS, MI. (6) 10/31/2014 - STONEBRIDGE FINANCIAL ASSOCIATES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 200 HOURS PER MONTH - BINGHAM FARMS, MI (7) 11/08/2021 - Finish Line Financial Planning LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/04/2021 - 6 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
Reach out to this advisor