Best Investors
Account
Sign in
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Portfolios, Inc. | Redwood Shores | CA | 11/1988 | 07/2021 |
| Investment Architects, Inc. | Redwood Shores | CA | 04/1989 | 07/2021 |
| Resource Investment Architects, Inc. | Petaluma | CA | 12/1997 | 11/2019 |
| Arkadios Capital | Atllanta | GA | 07/2021 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 07/2021 | Present |
1. I CONDUCT INSURANCE BUSINESS IN MY OWN NAME. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES THE SALE OF FIXED AND VARIABLE ANNUITIES AND TERM INSURANCE. I CONDUCT IT AS A SOLE PROPRIETOR. I STARTED DOING THIS IN 1992, AND DEVOTE APPROXIMATELY 3 HOURS PER DAY ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES THE SALES OF ANNUITIES AND OTHER INSURANCE PRODUCTS. 2. Personal Portfolios, Is Investment Related, 146 Birch Street, Redwood City, CA, 94062, Financial Advisory, Financial Advisory Firm, 6/1/2024,176 hours per month, 2 hours per month during trading hours, Commission Compensation, Financial Advisor doing business under Personal Portfolios, as the branch office name.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-07 |
Reach out to this advisor