Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bridgeport | MI | 02/2018 | 01/2021 |
| World Financial Group, Inc. | Bridgeport | MI | 11/2017 | 01/2021 |
| Author | Troy | MI | 01/2000 | 01/2021 |
| Ally Financial | Detroit | MI | 08/2013 | 08/2021 |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | Present |
| Vmware, Inc. | Palto Alto | CA | 08/2021 | 01/2024 |
1.) BOOKWRITING AND BOOK PUBLISHING - 6/1/2000 - 2920 Santia Drive, Troy, MI 48085 - author, Book writing and book selling, not investment related, write books and publish them, 4 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 5/13/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) DF9 INVEST LLC - 5/20/2024 - 2920 Santia Dr, Troy, MI 48085 - Owner, Sell fixed insurance products such as whole life, IUL, fixed annuities, long-term care, disability insurance, Not Invt Rel, Insurance business, 4 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-28 |
Reach out to this advisor