Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-19 |
| SD | RA | APPROVED | 2017-12-12 |
| MI | RA | APPROVED | 2014-06-17 |
Branch Locations
1650 S Drake Rd, Kalamazoo, MI 49006 • United States
915 W Michigan Ave, Three Rivers, MI 49093 • United States
51 West Michigan Ave, Battle Creek, MI 49016 • United States
6427 B Drive N, Battle Creek, MI 49014-7573 • United States
107 N Park Ave, Marshall, MI 49068 • United States
499 Romence Rd, Portgage, MI 49024 • United States
2270 Gezon Parkway Sw, Wyoming, MI 49519 • United States
9010 E D Ave, Richland, MI 49083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kellogg Community Fcu | Portgage | MI | 06/2014 | Present |
| Lpl Financial Llc | Portgage | MI | 06/2014 | Present |
1)6/10/14-KCFCU INVESTMENT SERVICES/DBA ONLY/100%/PORTGAGE, MI 2)6/10/14-GOLDEN RULE/NON-VARIABLE INSURANCE/INDEPENDENT BROKER AND AGENT/1%/PORTGAGE,MI 3) 10/06/2014 - KCFCU INSURANCE AGENCY - PROPERTY AND CASUALTY - AGENT - TIME SPENT 1 HOUR PER MONTH - PORTGAGE,MI 4)02/10/2015 - GROTENHUIS BLUE CROSS BLUE SHIELD MI - NON-VARIABLE INSURANCE - GROTENHUIS BLUE CROSS BLUE SHIELD MI-HEALTH INSURANCE BROKER - TIME SPENT 1 HOUR MONTH - PORTGAGE,MI 5) 05/22/2015 - GOLDEN RULE - INSURANCE AGENCY - HEALTH INSURANCE - INV REL - 6427 B DRIVE NORTH, BATTLE CREEK, MI 49014 - START 06/01/2007 - 1 HR/MO DURING SECS TRDG HRS 6) 04/19/2016 * Priority Health Michigan * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * General agent. It does not employ any other participants. This is to provide services to members in need of health insurance * 1 HRS MO DURING SECS TRDG HRS * START 04/01/2016 * 7) 09/08/2017-KCCU Investment Services-Investment related- At reported business location(s)- DBA for LPL Business (entity for LPL business)-It is a name change only-start 08/14/2017-Hours per month 160/ Hours during trading 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-30 |
Reach out to this advisor