Best Investors
Account
Sign in
Best Investors
Account
Sign in
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-20 |
| TX | RA | APPROVED_RES | 2024-05-23 |
Branch Locations
12526 High Bluff Dr Suite 300, San Diego, CA 92130 • United States
100 E. San Marcos Blvd S Uite 400, San Marcos, CA 92069 • United States
24641 Washington Ave, Murrieta, CA 92562 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Group Financial | Mission Viejo | CA | 06/2015 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 06/2015 | 05/2019 |
| Coppell Advisory Solutions Dba Fusion Capital Management | Dallas | TX | 05/2019 | 05/2024 |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 07/2021 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 05/2024 | Present |
| Marathon Group Wealth Management | Murrieta | CA | 05/2021 | Present |
MARATHON GROUP FINANCIAL INVESTMENT RELATED INSURANCE AGENT 24641 WASHINGTON AVE., MURIETTA, CA 92562 6/2015 80 HOURS/MONTH 80 HOURS/MONTH TRADING HOURS MARATHON GROUP FINANCIAL INVESTMENT RELATED BUSINESS DEVELOPMENT CONSULTANT 24641 WASHINGTON AVE., MURIETTA, CA 92562 05/2015 20 HOURS/MONTH 5 HOURS/MONTH TRADING HOURS CHROHNS COLITIS FOUNDATION NOT INVESTMENT RELATED BOARD OF DIRECTORS FOR WEST REGION 733 THIRD AVE., STE 510, NEW YORK, NY 10017 12/2024 8 HOURS/MONTH 0 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-08 |
Reach out to this advisor