Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
16 E. Beauregard, San Angelo, TX 76903 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sa Stone Wealth Management | Birmingham | AL | 03/2016 | 08/2017 |
| Walston Investment Management | San Angelo | TX | 08/2017 | 08/2018 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 08/2017 | 08/2018 |
| Sa Stone Wealth Management | Birmingham | AL | 08/2018 | 01/2021 |
| Parkland Securities Llc | Ann Arbor | MI | 01/2021 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2021 | Present |
AS AN LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. DBA - Harvest Investment Management, LLC, San Angelo, TX. Used for financial services practice. Start date: 1/23/23, approx. 130 hrs/mo. all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-10 |
Reach out to this advisor