Best Investors
Account
Sign in
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-04 |
Branch Locations
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
1455 Lincoln Parkway Ste 325, Atlanta, GA 30346 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Gainesville | GA | 09/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Gainesville | GA | 10/2015 | 01/2020 |
| Summit Financial Group Inc | Gainesville | GA | 02/2016 | 01/2020 |
| Cetera Advisor Networks Llc | Atlanta | GA | 09/2019 | 03/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 03/2020 | Present |
1.) NAME: HEARTLAND INSTITUTE ; INV RELATED: EDUCATION ; ADDRESS: 8301 E PRENTICE AVE, GREENWOOD VILLAGE, CO 80111 ; NATURE: TEACH CLASSES ; POSITION: EDUCATOR; START DATE: 01/2006 ; HOURS/MONTH: 4 ; TRADING HOURS/MONTH: 4 ; DUTIES: EDUCATE 2.) NAME: CHARLES HENNINGER INC. ; INV RELATED: PLACE HOLDER FOR NAME ; ADDRESS: 33 PONCE DE LEON #102, ATLANTA, GA 30316 ; NATURE: N/A ; POSITION: OWNER ; START DATE: 4/2017; HOURS/MONTH: 0 ; TRADING HOURS/MONTH: 0 ; DUTIES: NA 3.) NAME: MASTERS WEALTH MANAGEMENT, INC. ; INV RELATED: YES ; ADDRESS: 33 PONCE DE LEON #102, ATLANTA, GA 30316 ; NATURE: DBA - PLANNING ; POSITION: CEO ; START DATE: 2/2013 ; HOURS/MONTH: 120 ; TRADING HOURS/MONTH: 120 ; DUTIES: DBA - FINANCIAL PLANNING 4.) NAME: ADVISORS EXCEL ; INV RELATED: YES ; ADDRESS: 2950 SW MCCLURE RD, TOPEKA, KS 66614 ; NATURE: INSURANCE PRODUCTS OFFERED THROUGH AE, CREATIVE SERVICES PROVIDED BY AE ; POSITION: INSURANCE AGENT ; START DATE: 1/1/2016 ; HOURS/MONTH: 160 ; TRADING HOURS/MONTH: 160 ; DUTIES: INSURANCE SALES 5.) NAME: FORKED RIVER FARMS LLC ; INV RELATED: NO ; ADDRESS: 2778 WHITE PATH RD ELLIJAY, GA 30540 ; NATURE: LAND LEASE FOR FARM AND COWS ; POSITION: OWNER; START DATE: 10/01/2021 ; HOURS/MONTH:4 ; TRADING HOURS/MONTH: 0; DUTIES: LEASE LAND FOR USE OF FARM AND COWS 6.) NAME: RIFFLE RUN CABIN LLC ; INV RELATED: NO ; ADDRESS: ELLIJAY, GA; NATURE:RENTAL CABIN; POSITION: OWNER; START DATE: 1/2022 ; HOURS/MONTH:2 ; TRADING HOURS/MONTH: 0; DUTIES: PROPERTY RENTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-11 |
Reach out to this advisor