Best Investors
Account
Sign in
Best Investors
Account
Sign in
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
| NY | RA | APPROVED | 2021-04-07 |
| CT | RA | APPROVED | 2019-11-01 |
Branch Locations
57 North Main Street, West Hartford, CT 06107 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
5 Chatham Street Po Box 231, Kinderhook, NY 12106 • United States
350 West 50Th St., Suite 22F, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thon Met African Peach Foundation Inc. | Stamford | CT | 02/2016 | 09/2016 |
| Baker Avenue Asset Management Lp | San Francico | CA | 09/2016 | 10/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 11/2019 | Present |
1) Honest Leo Real Estate, LLC: managing member since 02/2021; purposes of company is to own and manage the office building of Siena Private. Time spent will be 2 hours per month, none during trading hours. Activity is not investment related. 2) Journey Home: Treasurer and serve on investment committee of non-profit since 06/2024. Time spent is six hours per month, 1 hour during trading hours. Not an investment related activity. 3) CT FPA: Volunteer and Board Member of non profit professional association since 01/2025. Professional association for financial planners of CT. No financial interest or compensation. 3hrs/month, 0hrs during trading hours 4) Financial Planning Association of New York; Board Member - Partnerships since 1/12/2023. Time spent is four hours per month, No financial interest or compensation. 0 hours during trading hours. Investment related.
Reach out to this advisor