Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2017-06-14 |
Branch Locations
1700 Leila Drive Suite 110, Jackson, MS 39216 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 03/2014 | Present |
| Strategic Planning | Madison | MS | 02/2014 | Present |
1.) STRATEGIC PLANNING GROUP - 2/1/2014 - 1700 Leila Drive, Suite 110, Jackson, MS 39216 - Associate, Advisor, Securities and insurance business, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC. - 6/14/2017 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) BONNIE CREST COMPANY - 7/1/2024 - 2418 Lake Circle Jackson, MS 39211 - Owns land & property management, Given 1 share of stock and now trustee of Grandchildren's trust that own 49. Acting as president and make decisions in best interest of Corporation, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-25 |
Reach out to this advisor