Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
800 E Sonterra Blvd, Suite 160, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2013 | 08/2025 |
| Empower Wealth Advisors | San Antonio | TX | 08/2013 | Present |
| Global Wealth Advisors | Lewisville | TX | 09/2023 | 08/2025 |
| Merit Financial Advisors | Alpharetta | GA | 08/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 08/2025 | Present |
1. Merit Financial Advisors. Investment-Related. At Registered location. Fixed insurance. Agent. 1 hour/ month/ 1 during securities trading hours. 08/15/2025. Provide insurance advice based on the needs of client(s). 2. Real4Christ Ministries. Non-Investment-Related. 6422 Bandera Rd Ste 134, San Antonio, TX, 78238. Board of Directors. Board Chairman. 2 hours/ month. 0 during securities trading hours. Holding board meetings, mission planning, oversight. 3. Fish On Ventures, LLC; Investment-related; 18107 Veranda Ln, San Antonio, TX 78258; Holding company; Member; 10/08/2025; 1 hour monthly; 0 hours during securites trading hours. Holding company for passive investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
Reach out to this advisor