Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 Lakeview Parkway Suite 700, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-27 |
Branch Locations
2300 Lakeview Parkway Suite 700, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Pic Group Inc. | Atlanta | GA | 08/2014 | 09/2017 |
| State Farm Insurance | Alpharetta | GA | 08/2018 | 04/2019 |
| Job Site Resources | Smyrna | GA | 04/2019 | 04/2020 |
| Morgan Capital Group Llc | Alpharetta | GA | 01/2020 | Present |
| Morgan Joseph | Alpharetta | GA | 10/2017 | 04/2019 |
| Manpower Engineering | Atlanta | GA | 04/2020 | Present |
INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, ALPHARETTA, GEORGIA, INSURANCE SALES, SALES OF INSURANCE PRODUCTS, FEBRUARY 2020, 10 HOURS, ALL DURING TRADING HOURS, ALL DUTIES RELATED TO SALES OF INSURANCE PRODUCTS. JOB SITE RESOURCES, NOT INVESTMENT RELATED, SMYRNA, GEORGIA, RECRUITING, SENIOR RECRUITER, APRIL 2019, 60 HOURS, ALL DURING TRADING HOURS, RECRUITING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
Reach out to this advisor