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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-10-19 |
Branch Locations
77 E Michigan Ave #199, Battle Creek, MI 49017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Tax & Accounting | Battle Creek | MI | 01/2007 | Present |
| Harbour Investments, Inc. | Madison | WI | 07/2008 | Present |
| Becky Best Investment Professional | Battle Creek | MI | 01/2007 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Becky Best Investment Professional - DBA 3)Best Tax and Accounting | 334 Riverside Drive, Battle Creek, MI 49015 | Owner | Description: Prepare taxes | Beginning 1/2007 | 192 hours per month nights and weekends from February through April only, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-05 |
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