Best Investors
Account
Sign in
4533 Papermill Drive Suite 105, Knoxville, TN 37909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
| MS | RA | APPROVED | 2025-07-23 |
| NH | RA | APPROVED | 2025-07-23 |
Branch Locations
4533 Papermill Drive Suite 105, Knoxville, TN 37909 • United States
4533 Papermill Drive Suite 105, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Spokane | WA | 11/2015 | 09/2016 |
| D.A. Davidson & Co. | Seattle | WA | 09/2016 | 04/2017 |
| Morris Financial Concepts, Inc. | Mt. Pleasant | SC | 09/2018 | 07/2025 |
| Bank Of America | Charleston | SC | 06/2017 | 08/2018 |
| O2 Fitness | Charleston | SC | 05/2017 | 06/2017 |
| Cogentblue Wealth Advisors, Llc | Knoxville | TN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
Reach out to this advisor