Best Investors
Account
Sign in
Best Investors
Account
Sign in
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-30 |
Branch Locations
1325 Satellite Blvd Suite 1407, Suwanee, GA 30024 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Suwanee, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Suwanee | GA | 09/2008 | Present |
| Stonex Advisors Inc | Suwanee | GA | 06/2016 | Present |
MIKEN GROUP LLC; OWNES REAL-ESTATE-NO ACTIVITY;1325 SATELLITE BLVD, SUITE 1404 SUWANEE GA; CO-OWNER; GRANDVIEW STRATEGIC PARTNERS;1325 SATELLITE BLVD SUWANEE, GA.; INVESTMENT,BROKERAGE, FINANCIAL SERVICES; FINANCIAL ADVISOR;CO-OWNER; DBA THROUGH SAFS. GRANDVIEW PLANNING GROUP; 1325 SATELLITE BLVD. SUWANEE, GA. 30064 CO-OWNER;TAX PREPARATION AND PLANNING. GRANDVIEW RICK MANAGEMENT; NOT INVESTMENT RELATED; 1325 SATELLITE BLVD. #1407 SUWANEE, GA. 30024; INSURANCE; OWNER; 10/7/2013; 5 HOURS PER MONTH AND 5 DURING SEC TRADING HOURS; WHOLE LIFE DISABILITY INCOME WITH LTC INSURANCE PRODUCTS. Grandview Wealth Advisors (update to existing DBA. Same LLC as Grandview Strategic Partners...now Grandview Wealth Advisors) Title: President / CEO YES- Investment Services related Approximately 40 hours spent a month. 40 during Market Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-10 |
Reach out to this advisor