Best Investors
Account
Sign in
Best Investors
Account
Sign in
10192 Grand River Rd, Suite 100, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
10192 Grand River Rd, Suite 100, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philip J. Lee (Self-Employed) | Mcallen | TX | 10/1990 | Present |
| Ascension Financial Group, Llc | Edinburg | TX | 11/1999 | 12/2021 |
| Philip J Lee Cpa | Mcallen | TX | 12/2010 | 07/2026 |
| Prosperity Capital Advisors | Westlake | OH | 02/2016 | 12/2019 |
| Dbl Tax Design Llc | Mcallen | TX | 06/2017 | Present |
| Ascension Financial Group, Llc | Mcallen | TX | 11/1999 | Present |
| Cas Wealth Strategies Llc | Mcallen | TX | 10/2019 | 12/2024 |
| Cas Wealth Strategies Llc | Mcallen | TX | 01/2020 | 12/2024 |
| Brookwood Investment Group | Mcallen | TX | 01/2025 | 07/2026 |
| Inspire Wealth Advisory Llc | Mcallen | TX | 07/2026 | Present |
1.PHILIP J LEE (SELF-EMPLOYED) 1987 TO PRESENT-INSURANCE AGENT-CURRENT ADDRESS PO BOX 720253 MCALLEN, TX 40 HRS/MONTH-SOME DURING SECURITY TRADING HOURS. 2. DBL TAX DESIGN LLC - DIRECTOR/OFFICER - JUNE 2017 TO PRESENT - 80 HRS/MONTH - PROVIDES INCOME TAX PLANNING, TAX STRATEGIES, BUSINESS CONSULTING AND OTHER ACCOUNTING/TAX SERVICES EXCLUSIVELY TO CAS CPA LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-12 |
Reach out to this advisor