Best Investors
Account
Sign in
Best Investors
Account
Sign in
3225 Shallowford Road Ne Suite 900, Marietta, GA 30062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-13 |
Branch Locations
3225 Shallowford Road Ne Suite 900, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Alpharetta | GA | 01/2014 | 11/2016 |
| Wells Fargo Bank, Na | Alpharetta | GA | 01/2014 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 11/2016 | 02/2019 |
| Suntrust Investment Services Inc | Atlanta | GA | 02/2019 | 09/2023 |
| Suntrust Bank | Marietta | GA | 02/2019 | 09/2023 |
| Cetera Investment Advisers Llc | Marietta | GA | 09/2023 | 11/2025 |
| Regions Bank | Marietta | GA | 09/2023 | 11/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2023 | 11/2025 |
| Sentara Capital | Marietta | GA | 11/2025 | Present |
INSURANCE SALES; INVESTMENT-RELATED; MARIETTA, GA; INSURANCE AGENT; START DATE: 2013; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-07 |
Reach out to this advisor