Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-20 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
Rochester Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bloomfield Hills | MI | 12/2019 | 04/2022 |
| Mass Mutual Investors Services Llc | Southfield | MI | 12/2018 | 11/2019 |
| Updog Yoga | Sterling Heights | MI | 12/2017 | 11/2021 |
| Wealthcare Management Services/Advisory Partners, Llc | Bloomfield Hills | MI | 11/2012 | 11/2018 |
| Raymond James Financial Services Advisors, Inc. | Bloomfield Hills | MI | 04/2021 | 04/2022 |
| Lpl Financial | Troy | MI | 04/2022 | Present |
1- 04/2022 / DBA for LPL Business (entity for LPL business) / Center for Wealth Planning, Inc. / Investment Related / Troy, MI 2- 05/09/2022 - Wealth Planning Services, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04 04/20/2022 - 40 Hours Per Month/40 Hour During Securities Trading. 3. 01/05/2023 - J&J Shala d/b/a Updog Yoga - Not Investment Related - 210 W. University Drive, Rochester, MI 48307 13911 and/or 19 Mile Rd., Sterling Heights, MI 48313 - Outside/W-2 Employment - Substitute Yoga Instructor - Start Date: 01/06/2023 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-19 |
Reach out to this advisor