Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED | 2016-03-16 |
| MI | RA | APPROVED | 2013-09-16 |
Branch Locations
120 W. Main Street, Suite 201, Northville, MI 48167 • United States
Lexington, KY • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-10 |
Branch Locations
120 W. Main St Suite 201, Northville, MI 48167 • United States
Lexingtn, KY • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Northville | MI | 09/2013 | Present |
| Stratos Wealth Partners, Ltd | Northville | MI | 09/2013 | Present |
1.09/11/2013; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stratos Wealth Partners, Ltd; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.09/17/2013; (HYBRID) Stratos Wealth Partners, Ltd / Stratos Wealth Partners, Ltd; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 09/01/2013; hrs/mth; hrs during trading; I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 9/2013. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.11/13/2013; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.04/01/2016; Turcotte Insurance and Investments, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2013; 0hrs/mth; 0hrs during trading 5.10/09/2019; (Hybrid) Turcotte Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/04/2019; 1hrs/mth; 1hrs during trading; 6.11/06/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Turcotte Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/04/2019; 1hrs/mth; 1hrs during trading 7.11/19/2020; Heritage Private Capital LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; 255 East Brown Street Suite 101 Birmingham,MI; Start Date 10/20/2020; 10hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-23 |
Reach out to this advisor