Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-13 |
Branch Locations
400 W 4Th Street Suite 300, Royal Oak, MI 48067 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 10/2014 | 01/2019 |
| Spc | Ann Arbor | MI | 10/2014 | 01/2019 |
| Resources Investment Advisors | Overland Park | KS | 01/2019 | 11/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 12/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) BUSINESS NAME: FLYNN & COMPANY, INC. | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: PERCENTAGE OF OWNERSHIP : 50, | HOURS PER MONTH: 160 | NATURE OF BUSINESS: INSURANCE |START DATE: 08/01/1991 2). AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-17 |
Reach out to this advisor