Best Investors
Account
Sign in
43409 Schoenherr Road, Sterling Heights, MI 48313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-29 |
Branch Locations
43409 Schoenherr Road, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Consulting Llc | Sterling Heights | MI | 07/2024 | Present |
| Full Time Student | Macomb | MI | 09/2013 | 05/2024 |
| American Retirement Advisors | Metamora | MI | 05/2021 | 01/2022 |
| Strategic Wealth Advisors Group | Utica | MI | 05/2022 | 08/2023 |
| Dal Essentials Llc | Macomb | MI | 02/2021 | Present |
| Summit Financial Consulting Llc | Sterling Heights | MI | 05/2024 | 07/2024 |
| Daniel Ladzinski, Sole Proprietor | Sterling Heights | MI | 08/2022 | Present |
| Hillsdale College | Hillsdale | MI | 09/2020 | 05/2024 |
(1) DAL ESSENTIALS LLC; NOT INV RELATED; MACOMB, MI; OWNER; START 02/2021; 1 HOUR PER MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; RETAIL SALES. (2) DANIEL LADZINSKI; SOLE PROPRIETOR; INV RELATED; STERLING HEIGHTS, MI; INSURANCE AGENT; START 07/2024; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; SELLS INSURANCE PRODUCTS. (3) SUMMIT FINANCIAL CONSULTING, LLC; INV RELATED; STERLING HEIGHTS, MI; INVESTMENT ADVISOR REPRESENTATIVE; START 07/2024; 80 HOURS PER MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; OFFERS FINANCIAL ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
Reach out to this advisor