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 | 2025-03-03 |
Branch Locations
15386 S Helmer Rd, Battle Creek, MI 49015 • United States
4585 Alpine Ave Nw, Comstock Park, MI 49321 • United States
1969 44Th Street Se, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Lansing | MI | 07/2019 | 08/2019 |
| Principal Securities Incorporated | Lansing | MI | 07/2019 | 08/2019 |
| The Centennial Group | Lansing | MI | 04/2019 | 07/2019 |
| Cottingham & Butler | Dubuque | IA | 11/2016 | 03/2019 |
| Kalamazoo College | Kalamazoo | MI | 07/2015 | 10/2016 |
| Kalamazoo Public Schools | Kalamazoo | MI | 01/2015 | 10/2016 |
| Universidad Europea | Madrid | 10/2016 | 10/2017 | |
| Flagstar Bank | Grand Rapids | MI | 08/2019 | 08/2021 |
| Infinex Investments, Inc. | Meriden | CT | 12/2019 | 08/2021 |
| Usa Financial | Ada | MI | 08/2021 | 02/2025 |
| Lplfinancial Llc | Grand Rapids | MI | 03/2025 | Present |
| Flagstar Bank N.A | Grand Rapids | MI | 03/2025 | Present |
1 - 02/2025 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 02/2025 - Flagstar Bank N.A. - Notary - Inv Related - 1 Hour/Month - 1 Hour During Trading - OBA Start Date: 03/01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
Reach out to this advisor