Best Investors
Account
Sign in
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| GA | RA | APPROVED | 2024-02-15 |
Branch Locations
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 09/2005 | 02/2024 |
| Adapt Wealth Advisors | Atlanta | GA | 02/2024 | Present |
| Canton Street Strategies, Llc | Atlanta | GA | 01/2026 | Present |
1) LOT IN ST. MARY'S, GA; NON- INVESTMENT RELATED; APPROX HRS SPENT: 1 HOUR PER YEAR 2) BUSINESS OWNERSHIP; 6285 BARFIELD, SUITE 250, ATLANTA, GA, 30328; NON-INVESTMENT-RELATED; 07/16/2021; APPROX HRS SPENT:10 TO 19 HOURS PER MONTH; APPROX HRS SPENT DURING TRADING HOURS:1 TO 9 HOURS 3) BRYANT PEABODY, LLC; NON- INVESTMENT RELATED; 6324 RIVERSIDE DR, ATLANTA, GA, 30328; PASSIVE INVESTMENT; START DATE: 05/2021; APPROX HRS SPENT: 2 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER WEEK 4) TAKODA REAL ESTATE; NON-INVESTMENT RELATED; REAL ESTATE SINGLE FAMILY HOUSE IN JONESBORO GA; START DATE: 03/25/2025; APPROX HRS SPENT: 5 HRS PER YEAR; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER YEAR 5) KICKAPOO LLC; INVESTMENT RELATED; OIL AND GAS; START DATE: 06/11/2025; APPROX HRS SPENT: 5 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 2 HR PER WEEK 6) 1014 CANTON STREET LLC; NON-INVESTMENT RELATED; START DATE: 01/5/2026; APPROX HRS SPENT: 1 HR PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER WEEK 7) WIGEONS; NON-INVESTMENT RELATED; START DATE: 09/21/2020; CONSULTING FOR ADAPT WEALTH AND BRYANT PEABODY; START DATE: 09/21/2020; APPROX HRS SPENT: 5 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 2 HR PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
Reach out to this advisor