Best Investors
Account
Sign in
Best Investors
Account
Sign in
900 Wilshire Drive Suite 385, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-31 |
| MI | RA | APPROVED | 2011-01-26 |
Branch Locations
900 Wilshire Drive Suite 385, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 09/2009 | Present |
| Global Financial Planning Group, Llc | Troy | MI | 09/2002 | Present |
1. 08/20/2010 - NON-VARIABLE INSURANCE DBA / GLOBAL FINANCIAL PLANNING GROUP, LLC / 5% OF TIME SPENT. 2. 02/14/2011 - DBA ONLY / GLOBAL FINANCIAL PLANNING GROUP, LLC 3. 03/29/2011 - REGISTERED INVESTMENT ADVISOR / GLOBAL FINANCIAL PLANNING GROUP, LLC / HYBRID / 50% OF TIME SPENT. 4. 12/17/2019 - Capitol Way Holdings, LLC - Investment Related - Clinton Twp. MI 48038 & Lewiston, MI 49756 - Real Estate Rental - Started 01/17/2012 - 0 Hours Per Month - Rental Home
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
Reach out to this advisor