Best Investors
Account
Sign in
Best Investors
Account
Sign in
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpharetta High School | Alpharetta | GA | 06/2013 | 08/2017 |
| University Of South Carolina | Columbia | SC | 08/2017 | 12/2020 |
| Brighthouse Financial | Charlotte | NC | 01/2021 | 08/2023 |
| Morgan Stanley | Alpharetta | GA | 08/2023 | 02/2025 |
| Invesco | Atlanta | GA | 03/2025 | Present |
Alpharetta Youth Baseball Association; not investment related; 1825 Old Milton Parkway Alpharetta GA 30009; Youth Recreational Baseball; Volunteer Coach; Coaching recreational baseball team; Start Date 06/2022; 22 hours per month devoted to the other business; 0 hours per month devoted to the other business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-06 |
Reach out to this advisor