Best Investors
Account
Sign in
Best Investors
Account
Sign in
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-20 |
| MI | RA | APPROVED | 2021-04-20 |
Branch Locations
One Heritage Plaza #450, Southgate, MI 48195 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Southgate | MI | 05/2005 | 09/2019 |
| Summit Financial Group Inc | Southgate | MI | 05/2005 | 04/2021 |
| Cetera Advisor Networks Llc | Southgate | MI | 09/2019 | 04/2021 |
| Prospera Financial Services | Dallas | TX | 04/2021 | Present |
1) Taylor & Associates, LLC; Investment Related - Yes; 1 Heritage Place, Ste 450; Southgate, MI 48195; Owner; 04/2021; 160 Hours Per Month; 130 Hours During Market Hours; Sales of Securities and Investment Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-28 |
Reach out to this advisor