Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
10511 Citation Dr Suite 300, Brighton, MI 48116 • United States
101 W Big Beaver Road Suite 705, Troy, MI 48084 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 07/2009 | 02/2018 |
| Blue Water Asset Management | Brighton | MI | 09/2015 | 02/2018 |
| Lpl Financial Llc | Brighton | MI | 02/2018 | 06/2024 |
| Pruco Securities, Llc | Troy | MI | 06/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Troy | MI | 06/2024 | Present |
| Lpl Enterprise, Llc | Brighton | MI | 11/2024 | Present |
1) 11/19/2025-Family Roots Financial-Co-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2020-80hrs/mth-80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-11 |
Reach out to this advisor