Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-10 |
Branch Locations
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Alpharetta | GA | 11/2016 | 08/2021 |
| Wells Fargo Bank | Alpharetta | GA | 08/2013 | 11/2016 |
| Wells Fargo Bank | Atlanta | GA | 08/2021 | 08/2024 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2024 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-10 |
Reach out to this advisor