Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
4400 State Hwy 121, Suite 200, Lewisville, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 04/2021 | 01/2022 |
| Quiktrip Corporation | Athens | GA | 06/2018 | 03/2021 |
| Ruffalo Noel Levitz | Athens | GA | 10/2018 | 08/2019 |
| Chili's Grill And Bar | Austell | GA | 05/2018 | 07/2018 |
| Hollister Co. | Kennesaw | GA | 06/2017 | 05/2018 |
| Fedex | Kennesaw | GA | 06/2017 | 07/2017 |
| University Of Georgia | Athens | GA | 08/2016 | 05/2020 |
| Other | Tampa | FL | 01/2022 | 04/2022 |
| Homrich Berg | Atlanta | GA | 04/2022 | 10/2023 |
| Other | Atlanta | GA | 10/2023 | 02/2024 |
| Cx Institutional, Llc | Auburn | IN | 02/2024 | 02/2026 |
| Merit Financial Advisors | Alpharetta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
Reach out to this advisor