Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| CO | RA | APPROVED | 2026-03-31 |
| MI | RA | APPROVED | 2026-03-23 |
Branch Locations
21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States
910 East Main St., Ste. C Mailstop: Mib808, Owosso, MI 48867 • United States
1376B South Lapeer Rd Ms: Mib875, Lake Orion, MI 48362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Troy | MI | 12/2021 | 03/2026 |
| Alvarez Cultivation | Jackson | MI | 02/2021 | 08/2021 |
| First American Title Co. | Rochester | MI | 09/2017 | 09/2020 |
| Re/Max Suburban | Sterling Heights | MI | 09/2016 | 09/2017 |
| Helm & Associates | Harrison Township | MI | 05/2015 | 09/2016 |
| Anchored Business Solutions | Oxford | MI | 08/2021 | 12/2021 |
| Anchored Business Solutions | Oxford | MI | 09/2020 | 02/2021 |
| Citizens Securities, Inc. | Owosso | MI | 03/2026 | Present |
Name of OBA: Richard Lucas Accounts Position: POA Responsibilities of Position: I act as my father's POA for elder care purposes and am not compensated Monthly Compensation / Net Profit: 0 Date of Initial Involvement: 03/15/2013 Approximate Amount of Time Devoted on a Monthly Basis: 1 hr
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
Reach out to this advisor