Best Investors
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-28 |
Branch Locations
200 E Big Beaver Ste 102, Troy, MI 48083 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc. | Rochester | MI | 06/2015 | 04/2020 |
| Jpmorgan Chase Bank | Bloomfield Hills | MI | 04/2020 | 01/2022 |
| First Allied Securities, Inc. | Bloomfield Hills | MI | 01/2022 | 09/2022 |
| Cetera Investment Advisers Llc | Schaumberg | IL | 08/2022 | 06/2023 |
| Cetera Advisors Llc | Bloomfield Hills | MI | 09/2022 | 06/2023 |
| Triad Advisors | Norcross | GA | 06/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 06/2023 | Present |
| Osaic Wealth, Inc. | Troy | MI | 08/2024 | Present |
1)G&P Financial;investment related;200 E Big Beaver,Ste 102,Troy,MI 48083;llc;associate wealth coordinator;6/20/2023;96 hrs/month;96 hrs during trading;support wealth advisors,prepare and process paperwork,administrative duties,process distributions,set up standing instructions for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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