Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| MI | RA | APPROVED | 2023-04-17 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
17266 Mack Ave Suite A, Grosse Pointe, MI 48230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Grosse Pointe | MI | 06/2008 | 01/2018 |
| Raymond James Financial Services, Inc. | Grosse Point | MI | 01/2018 | 04/2023 |
| Raymond James Financial Services Advisors Inc. | Grosse Pointe | MI | 01/2018 | 04/2023 |
| Next Retirement Solutions | Grosse Pointe | MI | 10/2018 | Present |
| Bmr Retirement Group, Llc | Grosse Pointe | MI | 02/2019 | Present |
| Concurrent Investment Advisors Dba Bmr Retirement Llc | Grosse Pointe | MI | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | Present |
1)Concurrent Investment Advisors, LLC d/b/a BMR Retirement Group, LLC - Investment Related: Yes; At reported location; RIA/Brand Name; IAR/Financial Advisor; 4/17/2023; 160 Hours/mo; 9:30 am EST to 4PM EST during US Market Business Days; Financial Advisor 2) Fixed Insurance - Investment Related: Yes; At reported location; Fixed Insurance/Annuity; Agent; 4/17/2023: 2 hrs/mo; 2hrs/mo; Provide insurance advice based on the needs of client(s). 3) Concurrent Partners 1 - Investment Related: No; 17266 Mack Ave.STE A, Grosse Pointe, MI 48230; Personal/ Private Investment; Partner; 2/5/2021; 0-1 hr/mo; 0-1 hr/mo; No Duties 4) BMR Enterprise Group, LLC - Investment Related: Yes; At reported location; Personal / Private Investment; Partner; 2/5/2021; 0-1 hr/mo; 0-1 hr/mo; No Duties 5)Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; 17266 Mack Avenue Ste A Grosse Pointe, MI 48230; Start Date: 04/17/2023; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; Percentage of total yearly compensation expected to be derived from the business: Commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-12 |
Reach out to this advisor