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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 01/2024 |
| General Motors | Grand Rapids | MI | 06/2017 | 09/2017 |
| Unemployed | Redford | MI | 08/2016 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | 01/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1) 01/09/2024 - SOFA - Seminar - Inv. Related - BLOOMFIELD HILLS, Ml - PUBLIC SPEAKER/AUTHOR/EDUCATOR/PODCAST/SPEAKER- Start Date 03/01/2022 - 5 Hrs/Mth - 3 Hrs During Trading. - 5% time spent. 2) 01/09/2024- WHITE GLOVE WORKSHOPS - Seminar- Inv. Related - BLOOMFIELD HILLS, Ml - Presenter - Start Date 2/1/2018 - 12 Hrs/Mth - 6 Hrs During Trading- 5% time spent 3) 01/09/2024- Non-Variable Insurance sold through INVESTWISE FINANCIAL LLC - Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 1/1/2021- 3 Hrs/Mth - 3 Hrs During Trading- 1% time spent 4) 01/09/2024- INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date:10/1/2019 - 60 Hrs/Mth - 20 Hrs During Trading - 80% time spent 5) 07/16/2025 - MTG Consulting LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date:07/21/2025 - 20 Hrs/Mth - 20 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
Reach out to this advisor