Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
Branch Locations
4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Boca Raton | FL | 05/2025 | Present |
| Suntrust Bank, Inc. | Atlanta | GA | 08/2015 | 12/2018 |
| Truist Financial | Charlotte | NC | 12/2018 | 08/2022 |
| Truist Financial | New York | NY | 08/2022 | 05/2025 |
| Truist Advisory Services, Inc | Boca Raton | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
Reach out to this advisor