Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
| MI | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
5700 Crooks Rd. Suite 340, Troy, MI 48098-2809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Benefit Group Of Mi | Bingham Farms | MI | 05/2012 | 12/2019 |
| Pruco Securities, Llc. | Troy | MI | 03/2021 | 10/2022 |
| Sentinel Benefits And Financial Group | Bingham Farms | MI | 01/2020 | 11/2020 |
| Unemployed | Milan | MI | 12/2020 | 02/2021 |
| Prudential Insurance Company Of America | Troy | MI | 04/2021 | 10/2022 |
| Abg Portfolio Strategies, Inc. | Bingham Farms | MI | 02/2016 | 12/2019 |
| Sentinel Penson Advisors Inc | Bingham Farms | MI | 01/2020 | 11/2020 |
| Prudential Financial Planning | Troy | MI | 03/2021 | 10/2022 |
| Epi Financial Group | Troy | MI | 10/2022 | Present |
| Epi Protection, Llc | Troy | MI | 10/2022 | Present |
EPI PROTECTION, LLC; INV REL; TROY, MI; INSURANCE; INSURANCE AGENT; 10/2022 START; APPROX 50% OF TIME; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-24 |
Reach out to this advisor