Best Investors
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Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| MI | RA | APPROVED | 2010-01-26 |
Branch Locations
5035 Plainfield Ave. Ne, Suite A, Grand Rapids, MI 49525 • United States
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 11/2008 | Present |
| L2-Advisors | Comstock Park | MI | 10/2013 | 11/2016 |
| Financial Visions, Llc | Grand Rapids | MI | 10/2008 | Present |
| Williams & Company Financial Services | Grand Rapids | MI | 01/2017 | Present |
| Amazon | Cedar Springs | MI | 11/2016 | 03/2017 |
1)FINANCIAL VISIONS LLC; 5035 Plainfield Ave., Suite A Grand Rapids, MI 49525; START 10/2008; OWNER; 80HRS/MO/TRADING.; INSURANCE SERVICES. IR 2) TAX PREPARER; SEASONAL; 5035 Plainfield Ave., Suite A Grand Rapids, MI 49525; START 1/2003; ASSIST IN COMPLETION OF STATE AND FEDERAL INCOME FORMS.NIR 3)Williams & Company Financial Services; 5035 Plainfield Ave., Suite A Grand Rapids, MI 49525; Agent; Start Date: 1/1/2017; Nature of Bus: Investments, retirement planning, pensions educaton/Seminars; IR; Approx. Number of Hours/Month Devoted to this Business: 100; Approx. Number of Hours/Month Devoted to this Business during trading hours: 100
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-10 |
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