Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-23 |
| GA | RA | APPROVED | 2015-10-22 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
Atlanta, GA • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Atlanta | GA | 03/2010 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 04/2010 | Present |
1) NAME: HARRISON D NATHAN. INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, DI, LTC AND FIXED ANNUITIES POSITION: AGENT START DATE: 02/01/2024 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 2 2) NAME: NATHAN WEALTH MANAGEMENT, LLC INV REL: Y ADD: 6 CONCOURSE PKWY, STE 2700, ATLANTA, GA 30328 NATURE: SELLING INVESTMENTS AND INSURANCE TO MY CLIENTS POSITION: FINANCIAL ADVISOR START DATE: 01/01/2021 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 8 DESCRIBE DUTIES: MANAGING MY BUSINESS, SELLING INVESTMENTS AND INSURANCE SOLUTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
Reach out to this advisor