Best Investors
Account
Sign in
148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2018-04-11 |
Branch Locations
2240 Saratoga Dr, Idaho Falls, ID 83404 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co. | St. Paul | MN | 06/2005 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 04/2018 |
| Capital Asset Advisory Services | Haslett | MI | 04/2018 | Present |
1. STRATEGIC WEALTH CONCEPTS, DBA FOR FIXED INSURANCE AND SECURITIES BUSINESS. 2. MCPHERSON PROPERTIES, START 01/01/07, REAL ESTATE OWNER, 2HR/WK, $10,000/YR. 3. CLAYMORE TACTICAL LLC, NOT INVESTMENT RELATED, ADDRESS IS THE RESIDENTIAL ADDRESS, START 2006, SPORTING GOOD SALES, 10HR/WK, - VARIES DURING TRADING HOURS, OWNER, SALES, MARKETING AND ORDERING. 4. FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FIXED INSURANCE; START 6/2015; 12 HOURS/WEEK; VARIES DURING TRADING AND NON-TRADING HOURS; INSURANCE AGENT; SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-17 |
Reach out to this advisor