Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-30 |
| TX | RA | APPROVED_RES | 2015-01-06 |
Branch Locations
21 E Long Lake Rd Ste 104, Bloomfield Hills, MI 48304-2354 • United States
21 East Long Lake Road Suite 104, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-30 |
| TX | RA | APPROVED_RES | 2018-12-18 |
Branch Locations
21 East Long Lake Road Suite 104, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bloomfield Hills | MI | 07/2009 | Present |
| Lethemon Financial | Bloomfield Hills | MI | 07/2009 | Present |
| Lethemon Financial, Llc | Bloomfield Hills | MI | 03/2017 | 06/2021 |
1. 07/28/2009: LETHEMON FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/25/2019 - Lethemon Financial - Investment related - At reported business location(s) - Blog - start date:11/15/2018 - 10 hrs/mo - 0 hrs during trading - I already produce content, articles and video for my blog moneyevolution.com and my YouTube Channel. 3. 1/27/2021 - Financial Advisors Lab LLC - Not Investment Related - At Reported Business Location(s) - Other-Podcast/Blog/YouTube - Started 12/05/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Starting a podcast targeted towards other financial advisors. 4. 5/18/2021 - Bloomfield Township - Not Investment Related - Various Restaurants/Venues for meetings - Other-Politics/Government - Precinct Delegate - Started 05/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Precinct Delegate for Bloomfield Township - Attend a few meetings per year. Discuss issues and candidates for state and local elections. Vote for delegates to the State convention. 5. 04/10/2025 - Portfolio Evolution - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 04/30/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
Reach out to this advisor