Best Investors
Account
Sign in
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-07-18 |
Branch Locations
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Advisors, Inc. | Livonia | MI | 12/2019 | Present |
| Senior Planning Advisors, Inc. | Livonia | MI | 02/2019 | Present |
| Lumin Financial | Southfield | MI | 01/2016 | 02/2019 |
SENIOR PLANNING ADVISORS, INC.; INVESTMENT RELATED; LIVONIA, MI; INSURANCE SERVICES AND PRODUCT SALES; INSURANCE AGENT; START 02/2019; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-18 |
Reach out to this advisor