Best Investors
Account
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Best Investors
Account
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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-20 |
| SC | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
| CA | RA | APPROVED | 2025-10-24 |
| FL | RA | APPROVED | 2022-07-26 |
| WI | RA | APPROVED | 2022-03-15 |
| PA | RA | APPROVED | 2022-01-03 |
| GA | RA | APPROVED | 2020-08-17 |
| DE | RA | APPROVED | 2020-01-03 |
| MI | RA | APPROVED | 2019-08-06 |
| DC | RA | APPROVED | 2018-11-28 |
| WV | RA | APPROVED | 2018-11-13 |
| VA | RA | APPROVED | 2018-11-05 |
| MD | RA | APPROVED | 2018-11-02 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
8335 Cherry Lane Unit 16, Laurel, MD 20707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2012 | 10/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2013 | 10/2018 |
| Corecap Advisors, Llc | Southfield | MI | 11/2018 | Present |
| Corecap Investments, Llc | Southfield | MI | 11/2018 | Present |
| Klauenberg Retirement Solutions | Laurel | MD | 11/2018 | Present |
*Klauenberg Retirement Solutions & M&O Marketing - Independent insurance and annuities sales; approximately 20 hours per month; activity is not likely to interfere with or compromise registrant's responsibilities *Premiere Senior Marketing - Medicare and insurance sales; approx 20 hours per month; activity is not likely to interfere with or compromise registrant's responsibilities *Senior Security Benefits, Inc. - Short term health representative; Offer short term health through Standard Life; approx. 6 hours per month; approx. 0 hours per month during trading hours; similar clientele *Society for Financial Awareness (SOFA); Educator; Presents financial education seminars; approx. 10 hours per month; approx. 4 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-06 |
| S66 | Uniform Combined State Law Examination | 2004-07-27 |
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