Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-22 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-12 |
Branch Locations
Bloomfield Hills, MI • United States
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp And Associates | Farmington Hills | MI | 09/2012 | 08/2019 |
| Glp Investment Services | Farmington Hills | MI | 09/2012 | 08/2019 |
| Lincoln Investment | Fort Washington | PA | 08/2019 | Present |
DAVID LEVINE- INSURANCE POSITION: Agent NATURE: Fixed Life & Annuity Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 704 Las Colindas, San Rafael CA 94903, United States DESCRIPTION: Fixed annuities and life insurance service.I receive residual trail commissions for old business only and I am no longer appointed with any outside insurance carrier and am no longer offering or selling the products or services of any insurance carrier away from Lincoln. Third Coast Love LLC Position: Authorized User Nature: Clothing Apparel/eCommerce Investment Related: No # of hours: 6 Securities Trading: 0 Start Date 8/1/2025 Address: 1222 Marymar Lane, Bloomfield Hills, MI 48302 Description: I support my son with any questions he has on launching and managing his small business venture for college. Please note, the business is not in my name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-25 |
Reach out to this advisor