Best Investors
Account
Sign in
Best Investors
Account
Sign in
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fef Distributors, Llc | New York | NY | 06/2014 | 04/2019 |
| First Eagle Investment Management, Llc | New York | NY | 06/2014 | 05/2019 |
| Invesco | Atlanta | GA | 02/2020 | 07/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2023 | 11/2025 |
| Unemployed | Atlanta | GA | 07/2022 | 12/2022 |
| Unemployed | Atlanta | GA | 06/2019 | 01/2020 |
| Hb Wealth Management, Llc | Atlanta | GA | 12/2025 | Present |
Atlanta Youth Wind Symphony; Member of the Board of Directors; Non-profit organization; Not investment related; Approximately two hours per month during business or non-business hours GEEARS; Investment Consultant for the Board of Directors; Non-profit organization for early education leadership; Not investment related; Approximately one hour per quarter during business or non-business hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
Reach out to this advisor