Best Investors
Account
Sign in
Best Investors
Account
Sign in
7000 Central Parkway Suite 1100, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-10 |
Branch Locations
7000 Central Parkway Suite 1100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wealth Management, Inc. D.B.A. Cambridge Wealth Counsel | Atlanta | GA | 06/2010 | 12/2016 |
| Modera Wealth Management, Llc | Atlanta | GA | 01/2017 | 07/2019 |
| Blake Financial Counsel, Llc | Atlanta | GA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
Reach out to this advisor