Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
2184 Commons Pkwy, Okemos, MI 48864 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 04/2011 | 08/2025 |
| Sigma Financial Corporation | Ann Arbor | MI | 04/2011 | 07/2025 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 07/2025 |
| Lpl Financial | Okemos | MI | 08/2025 | Present |
| Bos Wealth Management | Okemos | MI | 08/2025 | Present |
1. 07/2025 - Adam Bos - Non-Variable Insurance - Investment Related - 1Hour(s)/Month - 0 Hour(s) During Trading - OKEMOS, MI 48864 - OBA Start Date: 01/05/2007 2. 07/02/025 - Bos Tax Service - Tax Prep/Accounting/CPA - Investment Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Howell MI 48843 - OBA start Date: 03/22/2024 3. 07/2025 - Bos Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - 08/29/2025 4. 07/2025 - Michigan Christian Campus Ministry - Non-Profit Board Member - Not Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - East Lansing MI 48823 - OBA Start Date: 09/01/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
Reach out to this advisor