Best Investors
Account
Sign in
Best Investors
Account
Sign in
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-01-11 |
| MI | RA | APPROVED | 2018-10-22 |
Branch Locations
110 East Broadway Street Suite B, Mount Pleasant, MI 48858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mt. Pleasant | MI | 07/2016 | Present |
| Independent Financial Partners | Mt Pleasant | MI | 07/2016 | 11/2018 |
| Independent Advisor Alliance | Charlotte | NC | 10/2018 | Present |
1. 07/26/2016: Wieferich Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 07/25/2016 - 130 Hrs/Mo; 7 Hours During Securities Trading 2. 8/9/2016 - Wieferich Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 07/25/2016 - 130 Hours Per Month/7 Hours During Securities Trading 3. 11/1/2018 - BBWA Group, LLC - Investment Related - Mt Pleasant, MI - Real Estate Rental - Started 11/01/2018 - 15 Hours Per Month/0 Hours During Securities Trading 4. 3/10/2020 - AV Ventures, LLC - Investment Related - Mt. Pleasant, MI - Real Estate Rental - Co-owner - Started 12/30/2019 - 20 Hours Per Month/0 Hours During Securities Trading 5. 04/01/2026 - 1251 Investments LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Clare, MI - Start Date 04/01/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
Reach out to this advisor