Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
430 W Bankhead Hwy Ste 2, Villa Rica, GA 30180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jkl Planning And Investments, Llc | Buchanan | GA | 03/2013 | Present |
| Questar Capital Corporation | Minneapolis | MN | 09/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Villa Rica | GA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Villa Rica | GA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Villa Rica | GA | 01/2024 | Present |
1. MY FINANCIAL SERVICES POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2013 ADDRESS: 430 West Bankhead Highway, Villa Rica GA 30180, United States DESCRIPTION: Sales and Service 2. JKL FINANCIAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/23/2018 ADDRESS: 487 McBrayer Road, Buchanan GA 30113, United States DESCRIPTION: Operating entity for advisory business 3. MY FINANCIAL HOLDINGS, LLC POSITION: 5% Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/14/2018 ADDRESS: 430 West Bankhead Highway, Villa Rica GA 30180, United States DESCRIPTION: Budgeting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-04 |
Reach out to this advisor