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 | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
1224 Military Rd, Houghton, MI 49931 • United States
4 S. Main Street, Lanse, MI 49946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Tech University | Houghton | MI | 09/2014 | 04/2018 |
| Superior National Bank & Trust | Hancock | MI | 05/2017 | 12/2017 |
| Occuglass | Calumet | MI | 10/2016 | 05/2017 |
| Michigan Tech University | Houghton | MI | 05/2014 | 12/2017 |
| Ameriprise Financial Services, Inc. | Houghton | MI | 12/2017 | 09/2023 |
| Lpl Financial Llc | Houghton | MI | 09/2023 | Present |
1) 08/2023 - INSIGHT WEALTH SOULUTION LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/2023 - CTF HOLDINGS / Business Owner - Laundromats / Business Entity For Tax/Investment Purposes Only / Not Investment Related / HOUGHTON MI / Start date 05/01/2023 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-28 |
Reach out to this advisor