Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-20 |
| LA | RA | APPROVED | 2021-01-04 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kays Financial Advisory Corporation | Atlanta | GA | 01/1999 | 12/2020 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2020 | Present |
| University Of Maryland Global Campus | Atlanta | GA | 05/2019 | Present |
| Southern New Hampshire University | Atlanta | GA | 11/2014 | Present |
| University Of Florida | Gainsville | FL | 08/2022 | Present |
1.)Adjunct professor of financial planning at the University of Florida, located at 100 Fletcher Drive P.O. Box 112015 Gainesville, FL 32611-2015, since 08/24/2022. Receives compensation for teaching undergraduate students in the CFP Board Registered Wealth Management Program. Devotes 16 hours a month (0 hours during trading hours) to this activity. This activity is not investment related. 2.)Adjunct professor of financial planning at Southern New Hampshire University, located at 2500 North River Road, Manchester, NH 03106, since 11/01/2014. Receives compensation for teaching finance courses for undergraduate students in the finance program and CFP Board Registered Program. Devotes 48 hours a month (0 during trading hours) to this activity. This activity is not investment related. 3.)Adjunct professor of financial planning at the University of Maryland Global Campus, located at 3501 University Blvd East, Adelphi, MD 20783, since 05/01/2019. Receives compensation for teaching finance courses for undergraduate students in the finance program and CFP Board Registered Program. Devotes 48 hours a month (0 during trading hours) to this activity. This activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-18 |
Reach out to this advisor