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 | 2022-03-07 |
Branch Locations
2025 E Beltline Se, Suite 205, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America Group Financial Services | Kentwood | MI | 01/2014 | 02/2019 |
| Lpl Financial Llc | Grand Rapids | MI | 02/2014 | 09/2020 |
| Health Care Storage Solutions | Denver | CO | 09/2020 | 03/2022 |
| Lpl Financial Llc | Grand Rapids | MI | 03/2022 | Present |
1)02/22/2022 - America Group Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 2)02/22/2022 - America Group Retirement Strategy Centers - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 3)02/22/2022 - America Group Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
Reach out to this advisor