Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED_RES | 2022-05-10 |
Branch Locations
1111 West Long Lake Road Ste 300, Troy, MI 48098 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Society For Lifetime Planning | Troy | MI | 02/1991 | 05/2022 |
| Invest Financial Corporation | Tampa | FL | 05/2003 | 02/2018 |
| Lpl Financial Llc | Troy | MI | 02/2018 | 05/2022 |
| Kestra Investment Services, Llc | Troy | MI | 05/2022 | Present |
| Kestra Advisory Services | Troy | MI | 05/2022 | Present |
SOCIETY FOR LIFETIME PLANNING POSITION: Executive Vice President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2022 ADDRESS: 1111 W. Long Lake Rd, Ste 300, Ste 300, Troy MI 48098, United States DESCRIPTION: Lifetime Planning is a marketing organization. I have not specific duties and obligations associated with Lifetime Planning KESTRA ADVISORY SERVICES, LLC POSITION: registered Rep NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 05/05/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Registered Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-16 |
Reach out to this advisor