Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-08-08 |
Branch Locations
899 Skokie Blvd #306, Northbrook, IL 60062 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 04/1986 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| David Stuart Financial | Northbrook | IL | 04/1986 | Present |
| Summit Brokerage Services, Inc. | Northbrook | IL | 09/2016 | 08/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 08/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 08/2017 | Present |
| Spc | Ann Arbor | MI | 08/2017 | Present |
1. DBA - DAVID STUART FINANCIAL; NOT INVESTMENT RELATED; 899 SKOKIE BLVD., #306, NORTHBROOK, IL 60062; Insurance sales and renewals - Life and LONG TERM CARE; OWNER; BEGAN APRIL 1986; 1-2 hrs/mo. 2. DAVID STUART FINANCIAL; NOT INVESTMENT RELATED; 899 SKOKIE BLVD., #306, NORTHBROOK, IL, 60062; INCOME TAX RETURN Preparation; OWNER; BEGAN APRIL 1986; 10-12 HRS/MO WITH 2 DURING TRADING. 3. As an independently licensed insurance agent, I am appointed with various insurance companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-28 |
Reach out to this advisor