Best Investors
Account
Sign in
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-03 |
| GA | RA | APPROVED | 2019-09-13 |
Branch Locations
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
1180 Peachtree Street Ne Suite 2020, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 08/2014 | 09/2016 |
| The Mather Group, Llc | Atlanta | GA | 09/2016 | 01/2022 |
| The Mather Group, Llc | Atlanta | GA | 01/2022 | Present |
Investment Related, Financial Planning Association of Georgia - 3227 S Cherokee Ln #1320, Woodstock, GA 30188, Board of Directors Membership Engagement Director, Start Date 1/1/2020, Between 1-5 hours per month, No Compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-22 |
Reach out to this advisor