Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 09/2009 | 08/2023 |
| Spc | Ann Arbor | MI | 09/2009 | 08/2023 |
| Lpl Financial Llc | Okemos | MI | 08/2023 | Present |
1) 08/03/2023 - 124 Property LLC - Business Entity For Tax/Investment Purposes Only - Business Entity for real estate investment - MI 48843 - Non investment related - Start date: 01/01/2010. 2) 08/03/2023 - Non-Variable Insurance - Selling Group Life, Health, Vision, Dental, Short, and Long Term Disability - MI 48864 - Investment related - Start date: 08/01/2023. 3) 08/03/2023 - Notary - MI 48843 - Investment related - Start date: 08/01/2023. 4) 08/03/2023 - Summit Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 5) 08/03/2023 - Summit Financial Planning, LLC - Business Entity For Tax/Investment Purposes Only - No Activity - MI 48843 - Non investment related - Start date: 3/1/2021. 6) 08/03/2023 - Hansen and Hansen, INC - Business Entity For Tax/Investment Purposes Only - Pass-through for insurance business revenue - MI 48843 - Non investment related - Start date: 8/1/2023. 7) 08/03/2023 - DRW Properties. LLC - Real Estate Rental - MI 48843 - Non investment related - Start date: 8/1/2023. 8) 08/03/2023 - State Street Property, LLC - Real Estate Rental - MI 48843 - Non investment related - Start date: 8/1/2023. 9) 08/03/2023 - Cedar Street Property, LLC - Real Estate Rental - MI 49128 - Non investment related - Start date: 8/1/2023. 10) 08/03/2023 - Real Estate Rental - MI 49006 - Owner - Investment related - Start date: 8/1/2023. 11) 08/03/2023 - Hansen Financial Management, LLC - Business Entity For Tax/Investment Purposes Only - Unused - Ml 48864 - Non investment related - Start date: 8/1/2023. 12) 12/11/2025 - White Beard Asset Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/19/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-03 |
Reach out to this advisor