Best Investors
Account
Sign in
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 | 2016-04-20 |
Branch Locations
1700 East Beltline Ne, Ste. 150, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinvelt & David, Llc | Grand Rapids | MI | 05/2015 | Present |
| Kestra Investment Services, Llc | Grand Rapids | MI | 08/2015 | Present |
| Kestra Advisory Services, Llc | Grand Rapids | MI | 04/2016 | Present |
Name: Rinvelt & David, LLC Investment Related: Yes Address: 1700 E Beltline Ave NE Suite 150 Grand Rapids MI 49525 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Registered Rep Start Date: 6/1/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning and securities trading Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep Start Date: 5/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meeting with clients, financial planning Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/04/2015 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PARISH COUNCIL MEMBER POSITION: General Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2026 ADDRESS: 2250 E Paris Ave SE, Grand Rapids MI 49546, United States DESCRIPTION: I will participate in monthly meeting to discuss the ministry, overall finances and budgeting, capital campaigns for debt payments, property maintenance, and other initiatives of the church (charitable outreach, fundraising, etc).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
Reach out to this advisor