Best Investors
Account
Sign in
Best Investors
Account
Sign in
1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-07-31 |
Branch Locations
1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Avenue Securities | San Diego | CA | 06/2015 | 03/2018 |
| Ameritas Advisory Services Dba Blue Clover Financial, Llc | Lincoln | NE | 03/2018 | 07/2020 |
| Blue Clover Financial, Llc | Atlanta | GA | 04/2015 | Present |
| Ameritas Investment Company, Llc Dba Blue Clover Financial, Llc | Atlanta | GA | 03/2018 | 07/2020 |
| Unified Legacy Group | Atlanta | GA | 03/2019 | Present |
| Phimar Patterson, Sole Proprietor | Atlanta | GA | 03/2013 | Present |
| Pr Squared Wealth Management Llc | Atlanta | GA | 07/2020 | Present |
Name: Blue Clover Financial, LLC; Address: same as branch Investment related: yes Nature of business: marketing organization; Title: Owner; Start date: 04/2015; hrs/mo: 10; trading hrs/mo=5; Duties: marketing organization Name: Phimar Patterson, Sole Proprietor; Address: same as branch Investment related: yes Nature of business: selling life insurance, disability insurance, medical insurance and annuities; Title: Insurance Agent; Start date: 03/2013; hrs/mo: 40; trading hrs/mo=20; Duties: advising and selling of life insurance, disability insurance, medical insurance and annuities Name: Unified Legacy Group, LLC; Address: same as branch Investment related: yes Nature of business: marketing organization that will be a single name to prospects when meeting as a team of other professionals-I will only be talking to items related currently offered products and services, Title: Partner; Start date: 03/2019; hrs/mo: hrs/mo=10; trading hrs/mo=2; Duties: my role will be as a strategic planner and insurance sales-life, disability, medical and annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-24 |
Reach out to this advisor