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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-11 |
| MI | RA | APPROVED | 2025-02-10 |
Branch Locations
2723 S State St., Ste 150, Ann Arbor, MI 48104 • United States
Saline, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Army National Guard | Grand Prairie | TX | 09/2014 | 01/2017 |
| Foresters Financial Services | New Haven | CT | 11/2015 | 06/2017 |
| Citizens Securities Inc. | Guilford | CT | 06/2017 | 10/2017 |
| Citizens Bank | Guilford | CT | 06/2017 | 10/2017 |
| Keybank | Wallingford | CT | 10/2017 | 05/2018 |
| Key Investment Services Llc | Manchester | CT | 11/2017 | 05/2018 |
| Key Investment Services | Dayton | OH | 05/2018 | 09/2018 |
| Keybank | Traverwood | MI | 05/2018 | 09/2018 |
| Key Investment Services | Dayton | OH | 09/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 07/2019 | 11/2019 |
| Bank Of America, N.A. | Ann Arbor | MI | 09/2019 | 11/2019 |
| Citizens Securities Inc. | Belleville | MI | 11/2019 | 04/2022 |
| The Huntington Investment Company | Columbus | OH | 04/2022 | 07/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2023 | 02/2025 |
| Cetera Investment Advisers Llc | Farmington Hills | MI | 07/2023 | 02/2025 |
| Lpl Financial | New Port Richey | FL | 02/2025 | Present |
| Balmville Wealth Group | New Port Richey | FL | 02/2025 | Present |
1- 01/2025 / Balmville Wealth Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2) 02/28/2025 - Arbor Hill Financial - Investment Related - DBA for LPL Business (entity for LPL business) - Home Based - Start Date:02/26/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-14 |
Reach out to this advisor