Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-14 |
| VA | RA | APPROVED | 2025-04-16 |
Branch Locations
303 Peachtree St, Ne Fl 29, Atlanta, GA 30308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2012 | 06/2022 |
| Suntrust Bank | Tampa | FL | 05/2012 | 06/2022 |
| Truist Advisory Services,Inc. | Atlanta | GA | 08/2016 | 06/2022 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 06/2022 | 02/2024 |
| Truist Advisory Services, Inc. | Virginia Beach | VA | 06/2022 | 02/2024 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 03/2025 | Present |
| Truist Advisory Services, Inc. | Virginia Beach | VA | 03/2025 | Present |
| Truist | Virginia Beach | VA | 02/2024 | 03/2025 |
POSITION: Home owner NATURE: Beginning in January 2017, I would like to rent out my current residence, 3101 N Woodrow Ave, Tampa FL 33629. I plan to move out prior to listing the property for rent. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: , Tampa FL DESCRIPTION: List the property for rent, provide a rental agreement to a tenant, maintain property and respond to requests from the tenant as needed. The home is a two bedroom, 1 bathroom. RESIDENTIAL RENTAL PROPERTY POSITION: Owner NATURE: Owner of rental property. Address is 3219 Obispo Street, Tampa FL 33629 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: , Tampa FL , United States DESCRIPTION: Collect rents and maintain property. RENTAL PROPERTY POSITION: Property owner NATURE: Residential rental property. Address is 3217 W Obispo Street, Tampa FL 33629 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2020 ADDRESS: , Tampa FL , United States DESCRIPTION: Maintain property, collect residential rental income, pay mortgage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
Reach out to this advisor