Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-07 |
| MI | RA | APPROVED | 2018-02-23 |
Branch Locations
315 East Eisenhower Parkway Suite 301, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2016 | 02/2018 |
| Valmark Advisers, Inc. | Akron | OH | 07/2016 | 02/2018 |
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 02/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Ann Arbor | MI | 02/2018 | Present |
| Mclaren Wealth Strategies, Llc | Ann Arbor | MI | 01/2021 | Present |
| Mclaren Wealth Strategies | Ann Arbor | MI | 11/2019 | 01/2022 |
(1)Name of Business: McLaren Wealth Strategies LLC Address: 315 E Eisenhower Pkwy Ste 301, Ann Arbor, MI, 48108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of the company who helps manage and run the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-22 |
Reach out to this advisor