Best Investors
Account
Sign in
Best Investors
Account
Sign in
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-15 |
| CO | RA | APPROVED | 2024-02-15 |
| MD | RA | APPROVED | 2024-02-15 |
| GA | RA | APPROVED | 2022-05-02 |
| NY | RA | APPROVED | 2022-04-14 |
| NC | RA | APPROVED | 2022-04-14 |
Branch Locations
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Atlanta | GA | 03/2014 | 09/2016 |
| Usaa Financial Advisors, Inc. | Atlanta | GA | 03/2014 | 09/2016 |
| Wishkin, Llc | Atlanta | GA | 06/2016 | 12/2017 |
| Davita | Denver | CO | 09/2016 | 06/2018 |
| Denver Public Schools | Denver | CO | 05/2018 | 05/2020 |
| Denver Public Schools | Denver | CO | 07/2018 | 05/2020 |
| Grid 202 Partners | Aurora | CO | 07/2019 | 05/2020 |
| Smart Money Group Llc | Eastland | TX | 06/2020 | 09/2020 |
| Grid 202 Partners | Aurora | CO | 10/2020 | 03/2022 |
| Collective Wealth Partners | Auroa | CO | 03/2022 | Present |
Speaker- Brian is a speaker and does several speaking engagements throughout the year. The business is not investment related. Brian is compensated based on the topic and timing of his speaking opportunity. Brian is the owner of the business, therefore he does have financial interest in this business. He does not intend to recommend investments. He will participate in speaking opportunities during business hours and that time varies. There is no conflict of interest. Collective Wealth Solutions Insurance Business- life, disability, annuity, long term care Insurance Agent and Co-Owner Not investment related Start date 05/15/2025 1100 Peachtree Street NE Suite Atl GA 30309 No more than 10 hours per week devoted on this business during business hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-23 |
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
Reach out to this advisor