Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| GA | RA | APPROVED | 2026-03-05 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mcdonough | GA | 12/2016 | 12/2021 |
| Bank Of America, N.A. | Mcdonough | GA | 12/2016 | 12/2021 |
| Worksite Communications | Tallahassee | FL | 10/2016 | 12/2016 |
| Symmetry Financial Group | Swannanoa | NC | 08/2016 | 10/2016 |
| Legalshield | Ada | OK | 01/2016 | 01/2017 |
| Tiaa/Teachers Ins Annuity Associate | Austell | GA | 01/2022 | 10/2024 |
| Tiaa-Cref Individual & Institutional Disciplined Firm No Service | Austell | GA | 01/2022 | 10/2024 |
| Nylife Securities Llc | Austell | GA | 03/2025 | 08/2025 |
| Bfs - Beaini Financial Solutions | Austell | GA | 03/2025 | 09/2025 |
| Eagle Strategies Llc | Vienna | VA | 07/2025 | 08/2025 |
| Kozyhomestays Llc | Marietta | GA | 03/2020 | Present |
| Fidelity Investments | Marietta | GA | 12/2021 | 01/2022 |
| Adunni Llc | Marietta | GA | 07/2019 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 03/2026 | Present |
Entity Name: KozyHomeStays LLC Investment related: No Address: Marietta, GA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/31/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property management of short and long term rental properties I lease and own. Entity Name: Adunni LLC Investment related: No Address: Marietta, GA Nature of the other business: Undefined Position/Title/Relationship: Owner/Partner Start Date: 07/31/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner. Not currently used for business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-28 |
Reach out to this advisor