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 | 2010-12-22 |
Branch Locations
1 Tuscola St Ste 305, Saginaw, MI 48607-1287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irish & Assoc | Saginaw | MI | 06/1970 | Present |
| Projected Planning Inc. | Saginaw | MI | 06/1986 | Present |
| Lpl Financial, Llc | Saginaw | MI | 03/1996 | Present |
1. 05/29/1996 - IRISH & ASSOCIATES - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/07/2003 - NON-VARIABLE INSURANCE - SELLING FIXED LIFE INSURANCE. - SAGINAW, MI. 3. 11/20/2009 - NON-VARIABLE INSURANCE DBA - IRISH AND ASSOCIATES - I HAVE OWNED THIS BUSINESS SINCE 1980'S FOR THE PURPOSE OF WRITING LIFE INSURANCE. - TIME SPENT 50% - SAGINAW, MI. 4. 04/08/13 - FOR ACCOUNTING PURPOSES ONLY - PROJECTED PLANNING INC - THIS IS A CORPORATION E SET UP TO ORGANIZE COMMISSIONS. IT IS NOT USED IN ADVERTISING OR PROMOTIONS AND IS NOT LISTED IN THE LOCAL PHONE BOOK. - SAGINAW, MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-08 |
Reach out to this advisor