Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-03 |
| KY | RA | APPROVED | 2025-03-14 |
| NY | RA | APPROVED | 2025-03-14 |
| TN | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
818 18Th Ave South Ste 950, Nashville, TN 37203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lebanon | TN | 12/2017 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 12/2017 | 12/2022 |
| Wilson Bank & Trust Investment Services | Nashville | TN | 12/2017 | 12/2022 |
| Wilson Bank And Trust | Nashville | TN | 12/2017 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 12/2022 | 03/2025 |
| Suntrust Investments | Nashville | TN | 04/2004 | 12/2017 |
| Kingswood Capital Partners | Nashville | TN | 03/2025 | Present |
| Kingswood Wealth Partners | Nashville | TN | 03/2025 | Present |
RENTAL PROPERTY; INV. RELATED; NASHVILLE,TN; 100% OWNERSHIP WITH SPOUSE; START DATE 07/04/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-07 |
Reach out to this advisor