Best Investors
Account
Sign in
Best Investors
Account
Sign in
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-26 |
| GA | RA | APPROVED | 2025-01-06 |
Branch Locations
1180 West Peach St. Nw Suite 1910, Atlanta, GA 30309 • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterne, Agee | Atlanta | GA | 05/2013 | 11/2022 |
| Metric Financial, Llc. | Atlanta | GA | 11/2022 | Present |
| Bison Wealth, Llc. | Atlanta | GA | 05/2013 | Present |
1)100% OWNERSHIP - ECOS Family office, LLC.; NOT INVESTMENT RELATED; 941 Clifton Road, NE Atlanta, GA 30307; HOLDING COMPANY; OWNER; 12/01/2004; 1 HOUR DEVOTED TO OUTSIDE BUSINESS AND 0 HOURS DURING SEC TRADING HOURS; NO DUTIES ASSOCIATES WITH THIS ENTITY. 2)Bison Wealth, LLC; YES, INVESTMENT RELATED; 1201 Peachtree St Suite 1950, Atlanta GA 30362; INVESTMENT ADVISORY; MANAGING DORECTOR/IAR; 05/09/2013; 160 HOURS PER MONTH; 160 HOURS DURING SEC TRADING HOURS; SERVICE CLIENT ACCOUNTS. 3) 11/2022 Metric Financial LLC; Broker Dealer; Investment Related; Registered Representative; Atlanta, GA; 20 hours per month and all during trading hours; Briefly describe duties 4) 10/2002 Independent Licensed insurance Agent; Investment Related; Georgia; Accident/Sickness, Life, Variable Products; (Licensed in multiple states outside of GA)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
Reach out to this advisor