Best Investors
Account
Sign in
Best Investors
Account
Sign in
1661 W. Big Beaver, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-26 |
| MI | RA | APPROVED | 2014-09-15 |
Branch Locations
22611 Greater Mack Ave., St. Clair Shores, MI 48080 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 08/2014 | Present |
| James Williams | St. Clair Shores | MI | 09/2014 | Present |
| N/A Home Rental | Ferndale | MI | 08/2012 | Present |
| Spectrum Financial | St. Clair Shores | MI | 08/2014 | Present |
| 22611 Mack Ave Llc | St Clair Shores | MI | 02/2021 | Present |
| Williams & Payne Llc | St Clair Shores | MI | 12/2024 | Present |
1.) JAMES WILLIAMS - AGENT - NON-VARIABLE INSURANCE - ST. CLAIR SHORES, MI - SINCE 09/2014 - INVESTMENT RELATED 2.) SPECTRUM FINANCIAL - FINANCIAL PLANNER - REGISTERED INVESTMENT ADVISOR - ST. CLAIR SHORES, MI - SINCE 08/2014 - INVESTMENT RELATED 3.) 22611 MACK AVE LLC - 50% OWNER, LUCIAN HARBAR 50% - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ST CLAIR SHORES, MI - SINCE 02/2021 - INVESTMENT RELATED 4.) JD WILLIAMS ENTERPRISES LLC - OWNER - LLC FOR PAYROLL & TAX PURPOSES - ST CLAIR SHORES, MI - SINCE 08/2021 - NOT INVESTMENT RELATED 5.) NOTARY - NOTARY - NOTARY - ST. CLAIR SHORES, MI - SINCE 10/2021 - INVESTMENT RELATED 6.) WILLIAMS & PAYNE LLC - OWNER/REP - NON-VARIABLE INSURANCE - ST. CLAIR SHORES, MI - SINCE 12/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
Reach out to this advisor