Best Investors
Account
Sign in
Best Investors
Account
Sign in
8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-04 |
Branch Locations
1408 W Hill Rd Suite B, Flint, MI 48507 • United States
8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Financial Group | Flint | MI | 01/1990 | Present |
| Alliance Financial Group | Flint | MI | 05/2019 | Present |
Name of other business: Alliance Financial Group; Investment-related?: No; Address of other business: 1408 W Hill Rd Suite B, Flint, MI 48507; Nature of other business: Life insurance and annuity sales and Medicare supplements; Position with other business: Insurance agent; Start date of relationship: 01/2000; Approximate number of hours/month devoted to other business: 120; Number of hours devoted to other business during securities trading hours: 4 per day; Briefly describe duties relating to other business: Life insurance, annuity sales and Medicare supplement, Part D (prescription) and Medicare Advantage plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-04 |
Reach out to this advisor