Best Investors
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Best Investors
Account
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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-21 |
| TX | RA | APPROVED_RES | 2023-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 10/2015 | 11/2023 |
| Suntrust Bank | Atlanta | GA | 10/2015 | 11/2023 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 11/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 12/2023 | Present |
AMERICA JEWISH COMMITTEE, ATLANTA BOARD OF COUNCILORS; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1 HOUR. CHICK-FIL-A PEACH BOWL, BOARD OF ADVISORS; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1 HOUR. THE TEMPLE; ENDOWMENT FUND BOARD CHAIR; OVERSEE THE ENDOWNMENT FUND; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1 HOUR. FIRM HANDSHAKE REALTY, LLC; Member, Manager and Registered Agent; OWNS REAL ESTATE; NOT INVESTMENT RELATED; Manage the LLC (collect rent, pay expenses and make distributions to members); APPROXIMATE NUMBER OF HOURS DURING BUSINESS AND NON-BUSINESS HOURS PER MONTH, 1 HOUR. FIRM HANDSHAKE FOUNDATION, INC.; CFO, DOMESTIC-NON-PROFIT; PRIVATE FOUNDATION; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1 HOUR. FIRM HANDSHAKE WLL, LLC; OWNER AND MANAGING MEMBER OF A HOLDING COMPANY FOR MY PRIVATE INVESTMENTS; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1 HOUR. THE WESTMINSTER SCHOOLS; MEMBER OF BOARD OF TRUSTEES; MEMBER OF FINANCE COMMITTEE WITHIN THE BOARD OF TRUSTEES; K-12 EDUCATION; NOT INVESTMENT RELATED; APPROXIMATE NUMBER OF HOURS PER MONTH DURING BUSINESS AND NON-BUSINESS HOURS, 1-5 HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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