Best Investors
Account
Sign in
Best Investors
Account
Sign in
10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-30 |
Branch Locations
10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Traverse City | MI | 09/2012 | 04/2021 |
| Blueprint Partners, Llc | Traverse City | MI | 04/2021 | Present |
| Blueprint Legacy Llc | Traverse City | MI | 04/2021 | Present |
Owner; Blueprint Legacy LLC; Investment Related: Yes; Location: Traverse City, MI 49684; Description of the business: Fixed insurance business; Responsibilities Duties: LLC that we will use to run all fixed insurance through; Start date with business: 2021-05-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-22 |
Reach out to this advisor