Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • 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 |
|---|---|---|---|---|
| John Hancock | Okemos | MI | 06/1999 | 11/2018 |
| Sii | Southfield | MI | 07/2000 | 11/2018 |
| Royal Alliance Associates, Inc. | Southfield | MI | 11/2018 | Present |
1. DNW PROPERTY INVESTMENTS, LLC POSITION: General Partner NATURE: Residential Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 601 Sheldon, Grand Haven MI 49417, United States DESCRIPTION: Property Management - in process of selling our last duplex currently 2. MFC - PINNACLE WEALTH STRATEGIES (INSURANCE) POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 05/09/2016 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales / Marketing of Fixed Annuities and Non-Variable Insurance 3. MICHIGAN FINANCIAL BENEFITS POSITION: Broker NATURE: Partnering with Bill Schoof and Michigan Financial Benefits to provide group health and other benefits for business clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2009 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: If one of my business clients expresses displeasure with their group benefits, I make the introduction to Bill and his team to compare what they have. 4. MFC - PINNACLE WEALTH STRATEGIES (SECURITIES) POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/09/2016 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales / Marketing of Securities, Investment Advisory and Insurance Products 5. LSN HOLDINGS, LLC POSITION: Owner / Building Manager NATURE: Commercial Building / Boat Storage INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: 1660 Holt Rd., Williamston MI 48895, United States DESCRIPTION: Purchasing a building that houses a boat repair / storage business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-20 |
Reach out to this advisor