Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-18 |
| TX | RA | APPROVED | 2017-06-06 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 05/1996 | 01/2017 |
| Lincoln Investment | Royal Oak | MI | 01/2017 | Present |
PEZ PROPERTIES LLC POSITION: Owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2021 ADDRESS: 990 N Main st., Royal Oak MI 48067, United States DESCRIPTION: none B&P FINANCIAL SERVICES INC. DBA M3 INVESTMENT SERVICES POSITION: Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1995 ADDRESS: 990 N. Main St, Royal Oak MI 48067, United States DESCRIPTION: Helping to provide Clients with life insurance coverage where appropriate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-08 |
Reach out to this advisor