Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-01 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Clinton Township | MI | 02/2020 | 01/2021 |
| Fiat Chrysler Automobiles | Auburn Hills | MI | 11/2015 | 01/2020 |
| Michigan Schools And Government Credit Union | Clinton Township | MI | 02/2020 | 01/2021 |
| Strategic Financial Planning Group | St Johns | AZ | 02/2020 | Present |
| Scf Securities, Inc | Fresno | CA | 01/2022 | 10/2024 |
| Scf Invesment Advisors, Inc | Fresno | CA | 01/2022 | 10/2024 |
| Ash Creek Advisors Llc | St Johns | AZ | 01/2022 | 10/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 10/2024 | Present |
STRATEGIC FINANCIAL PLANNING GROUP - NON INVESTMENT RELATED - SAME ADDRESS - DBA - OWNER / INSURANCE AGENT - START 02/2020 - 20 HOURS/MONTH DURING TRADING HOURS - FIXED ANNUITIES, LIFE / HEALTH, MANAGEMENT OF COMPANY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
Reach out to this advisor