Best Investors
Account
Sign in
3133 Van Horn, Trenton, MI 48183 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2021-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Trenton | MI | 09/2009 | 10/2020 |
| Jfr Financial Services, Inc. | Trenton | MI | 08/1991 | Present |
| Lasalle St Securities Llc | Trenton | MI | 10/2020 | Present |
(1) 8/27/2010: REAL ESTATE RENTAL - JFR PROPERTIES - THIS IS THE BUILDING WHERE WE WORK. WE HAVE TENANTS RENTING SOME OF THE SUITES. - TIME SPENT 5% - TRENTON, MI. (2) 12/13/2010: REGISTERED INVESTMENT ADVISOR - JFR FINANCIAL SERVICES, INC. - RIA FIRM. FINANCIAL PLANNER UNDER THE RIA AND BILLS FOR ASSETS UNDER MANAGEMENT AND HOURLY RATES - 25% OF TIME SPENT - TRENTON, MI. (3) 12/20/2010: TAX DBA - JFR FINANCIAL SERVICES, INC. - INCOME TAX PREPARATION SERVICES PROVIDED BY THE RIA FIRM JFR FINANCIAL SERVICES, INC. - 10% OF TIME SPENT - TRENTON, MI (4) 01/31/2014 - AUTHOR - COMPLETED MY FIRST BOOK. 'A VIEW FROM THE BACK ROW - WHAT HAPPENED TO OUR CHURCH?' IT HAS NOTHING TO DO WITH FINANCIAL PLANNING. I HIRED A COMPANY TO CREATE AND MANAGE A WEBSITE TO MARKET THE BOOK. TIME SPENT 2% (5) Broken Arrow LLC - 3460 Third St, Trenton MI 48183, LP Owner of Hunting Property, Patner, Non Investment Related (6) Successor Co - Trustee - William & Barbara Rev Trust 2/2018 - Manage charitable giving accounts owned by trust (7) Fixed Insurance - Time spent 3%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-13 |
Reach out to this advisor