Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-14 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
37060 Garfield Road, Suite T6, Clinton Twp, MI 48036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | St Petersburg | FL | 01/2013 | 06/2017 |
| Flexera Software | Fairview | NC | 07/2017 | 12/2021 |
| K1 Strategies | Clinton Twp | MI | 07/2024 | Present |
| Loopingback, Inc | Fairview | NC | 01/2020 | 12/2022 |
| Wedding Venue Crashers, Inc. | Fairview | NC | 01/2023 | 06/2024 |
| The Leaders Group Inc | Littleton | CO | 03/2025 | Present |
1.) SIMPLY LEASING LLC - 1/1/23 - 825 Merrimon Avenue, Asheville, NC 28804 - Bookkeeper, Talk with the management company and confirm issues on the houses, Not Invt Rel, Real Estate business, 1 hrs/mo; 0 hrs/mo (during trading hours). 2.) WEDDING VENUE CRASHERS - 1/28/25 - 18 Shady Brook Lane, Fairview, NC 28730 - Bookkeeper, Help wife with this business; do invoicing and books and help on the weekends, Not Invt Rel, CRM Implantation business, 2 hrs/mo; 0 hrs/mo (during trading hours). 3.) K1 STRATEGIES - 7/1/24 - 37060 Garfield Road, Suite T6, Clinton Twp, MI 48036 - Business Development, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 7/14/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
Reach out to this advisor