Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-21 |
Branch Locations
1490 Draper Street, Kingsburg, CA 93631 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Fresno | CA | 03/2022 | 03/2023 |
| Principal Securities Inc | Fresno | CA | 03/2022 | 03/2023 |
| City Of Hanford | Hanford | CA | 02/2020 | 03/2022 |
| Tulare County Hhsa | Visalia | CA | 08/2014 | 02/2020 |
| Lpl Financial Llc | Kingsburg | CA | 03/2023 | 02/2024 |
| Concorde Investment Services | Ann Arbor | MI | 02/2024 | Present |
| Concorde Asset Management | Ann Arbor | MI | 02/2024 | Present |
1. Concorde Asset Management, Investment related, Ann Arbor MI, Investment Advisory, Registered Investment Advisor, provide advisory services for clients. Start date 02/08/2024. 1-5 hours/month during non trading hours, full time during trading hours. 2. Concorde Insurance Agency, Investment related, Ann Arbor MI, Insurance related activities, Agent, Start date 02/08/2024, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 3. Kredit 1031, Investment related, St. Kingsburg, CA 93631, Financial Advisor, DBA for securities related activities, Financial Planning, Certified Divorce Financial Advisor. Start date: 11/24/2025. 1-5 hours/month during non-trading hours, 6-10 hours/month during trading hours. 4. Matthew Kredit, Licensed Insurance Agent. Non-investment related, Hanford, CA. Insurance sales and services through various insurance companies. Start date: 2/15/2024. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
Reach out to this advisor