Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 11/2015 | Present |
| Spc | Ann Arbor | MI | 11/2015 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2016 | Present |
Sale of non-variable insurance products (life insurance) through an approved FMO, Ann Arbor, MI. Start date: 10/6/22, approx. 1 hr/mo. INV REL: Y Lecturer at Oakland University as a Financial Planning Instructor within the CFP education curriculum. Classes are held online. Start date: 8/1/25, approx. 56 hrs/within a 4 month timeframe, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-22 |
Reach out to this advisor