Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-24 |
| MI | RA | APPROVED | 2020-05-21 |
Branch Locations
365 Northshore Drive, Coldwater, MI 49036 • 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 |
|---|---|---|---|---|
| Southern Michigan Bank & Trust | Coldwater | MI | 12/2007 | 01/2020 |
| Raymond James Financial Services | Coldwater | MI | 03/2014 | 04/2017 |
| Raymond James Financial Services Advisors Inc. | Coldwater | MI | 03/2014 | 04/2017 |
| Accounting/Cpa | Coldwater | MI | 03/2014 | Present |
| Tibbits Plaza Properties Llc | Coldwater | MI | 03/2014 | Present |
| R. David Rumsey Investments | Coldwater | MI | 03/2014 | 12/2016 |
| R. David Rumsey Consulting | Coldwater | MI | 03/2014 | Present |
| Branch County Abstract & Title Inc. | Coldwater | MI | 03/2014 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2020 | Present |
1) Branch County Abstract & Title, Inc., 22 Tibbits Plaza, Coldwater, MI 49036. Title, abstract and closing services; 50% owner; president of corporation; apprx 4 hours/year of board meetings. 2) Tibbits Plaza Properties, LLC 20 Tibbits Plaza, Coldwater, MI 49036;Rental of real estate;50% ownership; approx 2 hours/year for board meetings. 3) RD Rumsey Consulting 365 Northshore drive, Coldwater, MI 49036; Management services provided to Branch County Abstract & Title Inc as the liaison between the owners and our manager; 100% ownership; approx 10 hours/month 4) JWDR Investments- 365 Northshore Drive, Coldwater, MI 49036;Investments held for life insurance premium payments held on the owners of Branch County Abstract & Tile Inc. and Tibbits Plaza Properties, LLC. All investments are Certificates of Deposits held in a bank. 50% ownership; approx 2 hour/year 5) ARDR Investments- 365 Northshore drive Coldwater, MI 49036;currently investments are in real estate properties;51% owner and 49% my son owns; approx 2 hours/year. 6) American Baptist Churches of Michigan Foundation- 4578 Hagadorn Road, Lansing, MI 48823; Trustee of the Foundation; Start date: 4/11/23; Approx. 10 hrs/yr. 7) City of Coldwater- One Grand Street Coldwater, MI 49036;member of the community Development Advisory Committee; no meetings in a number of years. 8) R. David Rumsey, CPA- nonpracticing CPA 9) R David Rumsey Investments - DBA name used with my financial services practice. Start date: 4/11/23, approx. 20 hrs/wk. INV REL: Y 10) Acting as POA for my mother. Start date: 8/30/23.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
Reach out to this advisor