Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| MI | RA | APPROVED | 2023-03-10 |
Branch Locations
2711 Orchard Lake Road, Keego Harbor, MI 48320-1446 • United States
Waterford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Sylvan Lake | MI | 08/2010 | 03/2023 |
| Ameriprise Financial Services, Llc | Keego Harbor | MI | 03/2023 | Present |
| Capital Analysts | Sylvan Lake | MI | 08/2015 | 03/2023 |
Independent Insurance Brokering; Equitrust; 01/01/2012; / Oceanview; 01/01/2020; / Oxford Life Insurance; 01/01/2014; Fixed Annuity. Business Ownership; Lyons Financial Group; ONe of the two owners of the business; This is used for practice expenses; 2804 Orchard Lake Road, Ste 211, , Keego Harbor, MI, 48320; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours / Vivco Publishing; Owner. Inactive currently.; Toys and a children's book; 2779 Sylvan Lake Road, , Waterford, ME, 48328; Not Investment-Related; ; 0 hours per month; 0 during trading hours / 2711 Orchard Lake Road, Inc; Co-owner; Real Estate; 2711 Orchard Lake Road, , Keego Harbor, MI, 48320; Not Investment-Related; 03/21/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-19 |
Reach out to this advisor