Best Investors
Account
Sign in
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-09-09 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
5660 E. Franklin Road Suite 130, Nampa, ID 83687 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management | Cornelius | NC | 11/2012 | 02/2018 |
| Planners Alliance Llc | Holland | MI | 02/2018 | 09/2020 |
| Mayes Financial, Llc | Nampa | ID | 01/2015 | Present |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Mayes Financial, LLC; Investment-related; 5660 E. Franklin Road, Suite 130, Nampa, ID 83687; Life insurance, annuities, LTC, DI; Owner; 01/2015; Approx. 160 hours/month; Approx. 8 hours/month during trading hours; General financial services. (2) Greg Mayes; Investment-related; 5660 E. Franklin Road, Suite 130, Nampa, ID 83687; Life insurance, annuities, LTC, DI; Licensed insurance agent; 01/1991; Approx. 160 hours/month as Owner of Mayes Financial, LLC; Approx. 8 hours/month during trading hours as Owner of Mayes Financial, LLC; General financial services. (3) Better Business Bureau: Northwest + Pacific; Not investment-related; 12639 West Explorer Drive Boise, ID 83713; Nonprofit Organization; Board Member; 05/2015; Approx. 2 hours/month; Approx. 1 hour/month during trading hours; Attend quarterly board meetings and quarterly events for the BBB. (4) Cake Partnership, LLC; Not Investment-related; 17715 Sedona Way Cornelius, NC 28078; Cake Partnership provides support for insurance agents and agencies; Member; 02/2021; Approx. less than 5 hours/month; Approx. less than 5 hours/month during trading hours; Duties - None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-18 |
Reach out to this advisor