Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
| MI | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED_RES | 2026-04-01 |
Branch Locations
8051 Moorsbridge Rd, Portage, MI 49024 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Self Employed | Parchment | MI | 09/1980 | Present |
| Michigan Securities | Southfield | MI | 11/2003 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | 03/2026 |
| Pks Advisory Services, Llc | Albany | NY | 06/2020 | 03/2026 |
| Lpl Financial Llc | Portage | MI | 03/2026 | Present |
1. 03/2026 - Davis and Brinks Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/31/2026. 2. 03/2026 - Financial Asset Mgmt., Inc. - Business Entity For Tax/Investment Purposes Only - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - Portage, MI, 49024 - OBA Start Date: 03/01/1987.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-24 |
Reach out to this advisor