Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-04-02 |
| MT | RA | APPROVED | 2026-03-31 |
Branch Locations
2400 Lakeview Parkway Suite 550, 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 |
|---|---|---|---|---|
| Yellowstone Financial Group Inc. | Billings | MT | 10/2010 | 01/2026 |
| Commonwealth Financial Network | San Diego | CA | 02/2014 | 03/2021 |
| Commonwealth Financial Network | San Diego | CA | 03/2021 | 03/2026 |
| Strategic Retirement Plans | Billings | MT | 01/2026 | 03/2026 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
1. Faith E Church; Not investment-related; 3145 Sweet Water Dr., Billings, MT 59102; Chairman of board of administration; Chairman; 11/01/2019; 15 hours monthly and 15 hours during securities trading hours; Make recommendations to church employees regarding financial matters such as cash management and payroll. 2. ACC Properties LLC; Investment-related; 3753 Poly Dr. Billings, MT 59102; real estate; owner; 01/01/2026; 5 hours monthly; 0 hours during securities trading hours; I own and lease a commercial office property. The activity produces about $40,000 of net income per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-15 |
Reach out to this advisor