Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nolensville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-21 |
| LA | RA | APPROVED | 2025-05-22 |
| CA | RA | APPROVED | 2024-08-12 |
| TN | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Blue & Company | Brentwood | TN | 10/2014 | 03/2021 |
| Raymond James Financial Services, Inc. | Franklin | TN | 04/2021 | 07/2022 |
| Southwestern Investment Group | Franklin | TN | 04/2021 | 07/2022 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 06/2022 | 01/2023 |
| Alongside Wealth Advisors, Llc | Nolensville | TN | 06/2022 | Present |
| Alongside Wealth Advisors, Llc | Nolensville | TN | 11/2022 | Present |
1) Alongside Wealth Advisors, LLC, Investment-Related; Nolensville, TN, Registered Investment Adviser, Owner, Managing Member, since 06/2022 - Present; Chief Compliance Officer, and Investment Adviser Representative, since 11/2022, approximately 80 hours per month, all during trading hours, providing financial planning and advisory services 2) Certified Public Accountant, Investment-Related, Nolensville, TN, licensed since 2011; 0 hours per month spent on accounting or tax services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-10 |
Reach out to this advisor