Best Investors
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Best Investors
Account
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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-21 |
Branch Locations
3350 Riverwood Parkway - Suite Gl28, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2015 | 01/2021 |
| Bank Of America, N.A. | Atlanta | GA | 08/2015 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2021 | 05/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | 05/2023 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 07/2024 | Present |
| Wells Fargo | Atlanta | GA | 05/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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