Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
4166 56Th St. Sw Suite B, Wyoming, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Okemos | MI | 03/2010 | 07/2020 |
| Eagle Strategies Llc | Grand Rapids | MI | 02/2015 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 11/2025 |
| Heritage Wealth Management | Wyoming | MI | 07/2020 | 11/2025 |
| Kestra Investment Services, Llc | Wyoming | MI | 11/2025 | Present |
| Kestra Advisory Services, Llc | Wyoming | MI | 11/2025 | Present |
NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: HERITAGE WEALTH MANAGEMENT POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/03/2025 ADDRESS: 4166 56th St SW, Suite B, Wyoming MI 49418, United States DESCRIPTION: Advisory and securities through Heritage Wealth Management. May also include insurance business. Name: HERITAGE WEALTH MANAGEMENT POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/03/2025 ADDRESS: 4166 56th St SW, Suite B, Wyoming MI 49418, United States DESCRIPTION: Advisory and securities through Heritage Wealth Management. May also include insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
Reach out to this advisor