Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-06 |
| CO | RA | APPROVED | 2017-06-23 |
Branch Locations
16 Inverness Place E D-200, Englewood, CO 80112 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Englewood | CO | 10/2015 | 06/2017 |
| Parkland Securities, Llc | Ann Arbor | MI | 06/2017 | Present |
| Spc | Ann Arbor | MI | 06/2017 | Present |
1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. Sole member/owner - Integrated Financial Design, LLC, Englewood, CO. Pass through entity. Start date: 8/10/17. 3. dba - Hertel Financial, Englewood, CO, offering financial planning services. Start date: 2/25/22, approx. 160 hrs/mo all during mkt hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-21 |
Reach out to this advisor