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 | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
2723 S State St Unit 150, Ann Arbor, MI 48104 • United States
41000 Woodward Ave Ste 350 East, Bloomfield Hills, MI 48304 • United States
1235 N Main St Ste 150, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uhy Corporate Finance | Farmington Hills | MI | 01/2021 | 04/2022 |
| Michigan Financial Company | Southfield | MI | 04/2022 | 02/2023 |
| University Of Michigan | Ann Arbor | MI | 08/2017 | 04/2021 |
| Frankel Jewish Academy | West Bloomfield | MI | 08/2015 | 06/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2023 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2023 | Present |
| Lpl Financial Llc | Rochester | MI | 05/2023 | Present |
1. 05/19/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
Reach out to this advisor