Best Investors
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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-07 |
| MA | RA | APPROVED | 2023-06-07 |
| FL | RA | APPROVED | 2023-06-06 |
| WA | RA | APPROVED | 2023-05-31 |
| HI | RA | APPROVED | 2023-05-26 |
| CA | RA | APPROVED | 2023-05-25 |
| CT | RA | APPROVED | 2023-05-25 |
| KY | RA | APPROVED | 2023-05-25 |
| NJ | RA | APPROVED | 2023-05-25 |
| NY | RA | APPROVED | 2023-05-25 |
| TX | RA | APPROVED | 2023-05-25 |
Branch Locations
1 Bridge St Suite 3, Irvington, NY 10533 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2016 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 06/2019 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 06/2019 | 05/2023 |
| J.P. Morgan Securities Llc | New York | NY | 06/2019 | 05/2023 |
| Triad Advisors | Norcross | GA | 05/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 05/2023 | Present |
| Osaic Wealth, Inc. | Irvington | NY | 08/2024 | Present |
1) Rivertown Investment Advisor;Investment related: yes; 1 Bridge Street, Suite 3, Irvington NY 10533; Nature or Structure of Business: Sole Proprietorship; Position: Principal/Founder; Start date: 05/23/2023; hours per month: 160; securities trading hours 9:30-4pm; Duties: Financial Planning, portfolio management, risk management, investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-11 |
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