Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
1520 S Lapeer Rd Ste 101 Suite 101, Lake Orion, MI 48360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 05/2012 | 10/2023 |
| The O. N. Equity Sales Company | Cincinnati | OH | 06/2012 | 01/2022 |
| Pruco Securities, Llc | Troy | MI | 11/2023 | 11/2024 |
| The Prudential Insurance Co. Of America | Troy | MI | 11/2023 | Present |
| Lpl Enterprise, Llc | Lake Orion | MI | 11/2024 | Present |
1) 10/03/2024 - Lloyds of London - IDU - Renewals only - Non-Variable Insurance Commission Trails - Inv Related - At Troy, MI - Start Date 02/01/2023 - 0hrs/mth - 0hrs/mth During Trading 2) 10/03/2024 - Met Life - Renewals only - Non-Variable Insurance Commission Trails - Inv Related - At Troy, MI - Start Date 07/01/2012 - 0hrs/mth - 0hrs/mth During Trading 3) 10/03/2024 - Guardian Insurance - Renewals only - Non-Variable Insurance Commission Trails - Inv Related - At Troy, MI - Start Date 02/01/2018 - 0hrs/mth - 0hrs/mth During Trading 4) 10/03/2024 - Ameritas - Renewals only - Non-Variable Insurance Commission Trails - Inv Related - At Troy, MI - Start Date 01/01/2020 - 0hrs/mth - 0hrs/mth During Trading 5) 10/03/2024 - Ohio National - Renewals only - Non-Variable Insurance Commission Trails - Inv Related - At Troy, MI - Start Date 09/01/2011 - 0hrs/mth - 0hrs/mth During Trading 6) 10/03/2024 - The Baldwin Center - Co-signer on accounts - Checks must be signed by both executive and treasurer. Audits conducted yearly by independent firm - Non-Profit Board Member - Inv Related - At Troy, MI - Start Date 09/01/2010 - 1hrs/mth - 0hrs/mth During Trading 7) 10/03/2024 - Oakland University School of Business - Board member - Non-Profit Board Member - Inv Related - At Troy, MI - Start Date 01/01/2023 - 1hrs/mth - 0hrs/mth During Trading 8) 10/03/2024 - Coachmundia LLC DBA Clark Academy Dance Center - Oversee the operations of a dance studio in Buffalo, NY - Business Owner - Inv Related - At Troy, MI - Start Date 01/01/2020 - 20hrs/mth - 10hrs/mth During Trading 9) 10/03/2024 - Strive Financial - Selling property and casualty insurance - Property and Casualty - Inv Related - At Troy, MI - Start Date 04/01/2016 - 4hrs/mth - 0hrs/mth During Trading 10) 01/27/2025- Penn Mutual- Non-Variable Insurance/Insurance Agency- a. life insurance agent with a broker contract with Penn Mutual selling fixed whole life and term insurance- inv. related- Lake Orion, MI- start date 01/02/2025- 4hrs/mnth-2hrs during trading 11) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-13 |
Reach out to this advisor