Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-10-24 |
| CA | RA | APPROVED | 2017-10-23 |
| FL | RA | APPROVED | 2017-10-23 |
| TX | RA | APPROVED_RES | 2017-09-22 |
| IL | RA | APPROVED | 2016-03-24 |
| MI | RA | APPROVED | 2014-08-04 |
Branch Locations
1460 Walton Blvd Ste 65, Rochester Hills, MI 48309-1729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canyon Realty Llc | Pontiac | MI | 04/2007 | Present |
| Lpl Financial Llc | Rochester Hills | MI | 07/2014 | Present |
(1) 07/18/2014: DDR Wealth Advisors LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Lines offered: Life, Disability, Income, LTC, and Fixed annuities. Both Group and Individual. (2) 07/18/2014: Canyon Realty LLC - Real Estate Agent - Not Investment Related - At Reported Business Location(s) - 2% Time Spent - Agent. Real Estate Sales Referrals. (3) 06/22/2016: DDR Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 30600 Telegraph Road, Suite 3110, Bingham Farms, MI 48025 - Start 06/20/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading (4) 11/18/2021 - Michigan Pension Group - 15 Capital Ave NE, Suite 225, Battle Creek, MI 49017 - Third Party Administrator (TPA) - Started 12/01/2021 - 6 Hours Per Month During Securities Trading - 50% owner of the TPA. Supervise staff and selling new business for TPA. (5) 11/18/2021 - Benefit Plan Services - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Started 12/01/2021 - 2 Hours Per Month During Securities Trading. 6) 02/20/2025 - Loughridge Castle LLC - Not Investment Related - Real Estate Rental - Cedar MI - Start Date:02/11/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
Reach out to this advisor