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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| MI | RA | APPROVED | 2021-12-10 |
Branch Locations
607 Cascade W Parkway Se, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Fifth Third Securities | Hudsonville | MI | 05/2008 | 12/2018 |
| Securities America, Inc. | Grand Rapids | MI | 12/2018 | 11/2021 |
| Securities America Advisors | Grand Rapids | MI | 12/2018 | 12/2021 |
| Lpl Financial Llc | Jenison | MI | 12/2021 | Present |
1) 12/08/2021 - MOSAIC WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 33 Hours Per Month/7 Hours During Securities Trading - Time Spent 90%. 2) 12/2021 - Five Lakes Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- JENISON, MI 3) 12/2021- JH FINANCIAL LLC- Business Entity For Tax/Investment Purposes Only- inv. related- ALLENDALE, MI- start date 12/20/2018-0hrs 4) 09/12/2024 - MOSAIC VENTURES, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 2 Hours Per Month/ During Trading 5) 12/04/2025 - MIDWEST COAST TAX ADVISORS, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
Reach out to this advisor