Best Investors
Account
Sign in
Best Investors
Account
Sign in
Chapel Hill, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodward Financial Advisors, Inc. | Chapel Hill | NC | 07/2009 | 03/2021 |
| Pisces Financial Advisors, Llc | Chapel Hill | NC | 03/2021 | Present |
| Holistiplan, Llc | College Station | TX | 04/2021 | 11/2025 |
| Holistiplan | College Station | TX | 12/2025 | Present |
Benjamin Birken is the Vice-President for Customer Success and Engagement at Holistiplan, LLC (3193 Chaco Canyon Dr, College Station, TX 77845), a financial services software company that provides tax, insurance and estate planning software to financial advisors. The position started in April, 2021. The business is not investment-related. Birken oversees the support organization for the company, helps educate users on how to best use the software, and contributes to new product ideas. This job takes approximately 25-30 hours/week, 90% of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-02 |
Reach out to this advisor