Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
| MI | RA | APPROVED | 2025-01-03 |
Branch Locations
242 N Michigan Ave, Shelby, MI 49455 • United States
811 S. State St Po Box 67, Hart, MI 49420 • United States
388 S. Hancock St Po Box 953, Pentwater, MI 49449 • United States
30 N. Meyers Rd Po Box 525, Ludington, MI 49431 • United States
8238 Whitehall Rd Po Box 205, Whitehall, MI 49461 • United States
6448 Airline Rd Po Box 332, Fruitport, MI 49415 • United States
1710 Us31 South, Manistee, MI 49660 • United States
30 N. Meyers Rd, Ludington, MI 49431 • United States
2222 N Holton Rd, North Muskegan, MI 49445 • United States
180 N. Division, Hesperia, MI 49421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelby State Bank | Shelby | MI | 08/2005 | Present |
| Lpl Financial Services | Charlotte | NC | 10/2009 | Present |
1. 9/15/2009: SSB FINANCIAL SERVICES; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related. 2. 9/18/2023: Northpointe Storage Solutions; Muskegon, MI; Real Estate Rental; Inv. related; start date 9/8/20232hrs/mo.; 0hrs during trading. 3. 12/13/2023 - Parallel Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2024 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
Reach out to this advisor