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 | 2023-07-10 |
Branch Locations
11610 Us 23 South, Ossineke, MI 49766 • United States
111 S Church Street, Lincoln, MI 48742 • United States
1005 S Main St, Cheboygan, MI 49721 • United States
1013 U.S. 23 N, Alpena, MI 49707 • United States
478 N Third Street, Rogers City, MI 49779 • United States
478 N Third Street, Rogers City, MI 49779 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heber Fuger Wendin, Inc | Bloomfield Hills | MI | 01/2018 | 07/2022 |
| Calcite Credit Union | Rogers City | MI | 01/1990 | 03/2023 |
| Rogers City Servicemen's Club | Rogers City | MI | 06/2013 | 03/2023 |
| Mariner Wealth Advisors | Bloomfield Hills | MI | 08/2022 | 07/2023 |
| Alpena Alcona Area Credit Union | Alpena | MI | 03/2023 | Present |
| Lpl Financial Llc | Rogers City | MI | 07/2023 | Present |
1) 07/10/2023 - AAACU Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 07/10/2023 - Duane Altman - Not Investment Related - Rogers City, MI - Farm - Start Date 04/16/1988 - 20 Hours Per Month/ 0 Hours During Trading - Time Spent 5% 3) 09/01/2023 - Non-Variable Insurance - Financial Advisor Agent - Investment Related - At Reported Business Location(s) - Start Date 08/15/2023 - 5 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-09 |
Reach out to this advisor