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 | 2018-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guarantee Mutual Life Company | Adrian | MI | 01/1979 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 12/1995 | 11/2018 |
| Lpl Financial Llc | Adrian | MI | 11/2018 | Present |
1)11/01/2018 - DBA for LPL Business (entity for LPL Business) - Summit Financial Group - 100% - INVESTMENT RELATED - ADRIAN, MI 49221 2)07/01/2016 - Business Entity For Tax/Investment Purposes Only - Summit Property & Casualty Inc - 0% - INVESTMENT RELATED - ADRIAN, MI 49221 3)06/01/2010 - Non-Profit Board Member - American Legion Post 97 - 0% - INVESTMENT RELATED - ADRIAN, MI 49221 4)11/01/2018 - Non-Variable Insurance - SUMMIT FINANCIAL GROUP - 0 HRS DURING TRADING - INVESTMENT RELATED - ADRIAN, MI 49221
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-26 |
Reach out to this advisor