Best Investors
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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-09-23 |
Branch Locations
3350 Cobb Pkwy Nw, Acworth, GA 30101 • United States
8960 Dallas Acworth Hwy, Dallas, GA 30132 • United States
125 Ernest Barrett Pkwy Nw., Bldg 2 Ste 201, Marietta, GA 30066 • United States
2772 Cobb Pkwy, Kennesaw, GA 30152 • United States
745 Chastain Rd Nw Ste 2000, Kennesaw, GA 30144 • United States
4490 Wade Green Rd Nw, Kennesaw, GA 30144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Acworth | GA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Acworth | GA | 09/2025 | Present |
| Strategic Advisers Llc | Kennesaw | GA | 03/2025 | 09/2025 |
| Fidelity Brokerage Services Llc | Kennesaw | GA | 06/2024 | 09/2025 |
| Fidelity Personal And Workplace Advisors | Kennesaw | GA | 06/2024 | 09/2025 |
| Fidelity Investments | Kennesaw | GA | 06/2024 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kennesaw | GA | 10/2023 | 06/2024 |
| Bank Of America | Kennesaw | GA | 10/2023 | 06/2024 |
| Wells Fargo Bank Na | Kennesaw | GA | 07/2022 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Kennesaw | GA | 07/2022 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Kennesaw | GA | 05/2010 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-30 |
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