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 | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1600 E Beltline Ave Ne Ste 216, Grand Rapids, MI 49525 • United States
200 Viridian Drive, Muskegon, MI 49440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 03/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Wyoming | MI | 09/2013 | 07/2021 |
| Rivertree Community Church | Wyoming | MI | 09/2012 | 12/2018 |
| Heilman Group Llc | Wyoming | MI | 01/2015 | 07/2021 |
| Gadget-Lab | Hudsonville | MI | 06/2015 | 05/2020 |
| Kuyer College | Grand Rapids | MI | 09/2016 | 11/2020 |
| Grace Bible College | Wyoming | MI | 01/2017 | 01/2017 |
| Bcs Partners Llc | Whitehall | MI | 07/2017 | 07/2021 |
| Friends & Families Of Cystic Fibrosis | Grand Rapids | MI | 08/2015 | 07/2021 |
| Gr Business Breakfast | Grand Rapids | MI | 02/2015 | 01/2018 |
| W Western Suite 250, Llc | Muskegon | MI | 03/2020 | 07/2021 |
| Lpl Financial Llc | Muskegon | MI | 07/2021 | Present |
| Bcs Partners Llc Dba Embark Financial Partners | Muskegon | MI | 08/2022 | Present |
1) 08/27/2021 - W WESTERN SUITE 250 LLC - Muskegon, MI - Not Investment Related 2) 07/24/2023 - HEILMAN GROUP LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 03/15/2023 - 10 Hours Per Month/ 10 Hours During Trading 3) 07/24/2023 - Waypointe Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/12/2023 - 0 Hours Per Month/ During Trading 4) 07/24/2023 - Fifteen Twenty-Two LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 03/15/2023 - 5 Hours Per Month/ 0 Hours During Trading 5) 07/17/2024 - Modern Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 4 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-13 |
Reach out to this advisor