Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 04/2025 |
| Truist Advisory Services, Inc | Tampa | FL | 09/2025 | Present |
| Truist Investment Services, Inc. | Tampa | FL | 09/2025 | Present |
| Unemployed - Homemaker | Brandon | FL | 04/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
Reach out to this advisor