Best Investors
Account
Sign in
Best Investors
Account
Sign in
3825 Paces Walk Se Suite 200, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-12-20 |
Branch Locations
3825 Paces Walk, Se Suite 200, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heinz & Associates | Atlanta | GA | 11/2011 | Present |
1. INSURANCE AGENT, HEINZ & ASSOCIATES, 3825 PACES WALK SE, #200, ATLANTA, GA 30339. INVESTMENT RELATED, IN BUSINESS SINCE 04/2008 AND I SPEND APPROX. 100 HOURS PER MONTH ON THIS ACTIVITY. PREPARING PROPOSALS AND MEET WITH CLIENTS AND ATTORNEYS, SELLING FIXED LIFE INSURANCE AND ANNUITIES. 2. HEINZ-DANIEL ASSOCIATES, INC., SAME ADDRESS AS ABOVE. (AS OF 12/31/2017 FORMER PENSION ADMINISTRATION FIRM) NON INVESTMENT RELATED SINCE 04/2008 AND I SPEND APPROX. ONE HOUR PER MONTH ON RESIDUAL BUSINESS ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-10 |
Reach out to this advisor