Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-26 |
| GA | RA | APPROVED | 2022-02-25 |
Branch Locations
5555 Glenridge Connector Suite 620, Atlanta, GA 30342 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 08/2020 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 06/2021 | Present |
| James Madison University | Harrisonburg | VA | 08/2014 | 12/2017 |
| Acac Fitness And Wellness | Charlottesville | VA | 01/2019 | 07/2020 |
| Live Nation (Ticketmaster) | Crozet | VA | 07/2018 | 12/2018 |
| Starr Hill Presents | Charlottesville | VA | 12/2016 | 12/2018 |
(1)NAME: LUKAS FOLEY, INV REL: Y, ADD: 1050 CROWN POINTE PARKWAY, SUITE 1800, ATLANTA, GA 30338, NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 01/01/2024, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 5, DUTIES: LIFE, DISABILITY, LONG-TERM CARE (2)NAME: FOLEY FINANCIAL LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 01/01/2024, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0 (2) NAME: CURING KIDS CANCER INV REL: N ADD: 3750 PALLADIAN VILLAGE DR, STE 100, MARIETTA, GA 30066 NATURE: NONPROFIT FUNDING PEDIATRIC CANCER RESEARCH TO FIND CURES POSITION: MEMBER, BOARD OF DIRECTORS START DATE: 07/24/2026 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS PROVIDING GOVERNANCE AND STRATEGIC OVERSIGHT OF THE ORGANIZATION’S CHARITABLE MISSION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
Reach out to this advisor