Best Investors
Account
Sign in
4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-03 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
2100 Riverchase Ctr Suite 408, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial | Birmingham | AL | 09/2022 | Present |
| Kilwins | Columbus | GA | 08/2017 | 08/2022 |
| Saugahatchee | Auburn | AL | 09/2019 | 02/2021 |
| Publix | Phenix City | AL | 09/2017 | 11/2019 |
| Ubereats | Auburn | AL | 09/2021 | 08/2022 |
| Southern Union State Community College | Opelika | AL | 08/2016 | 05/2019 |
| Auburn University | Auburn | AL | 05/2019 | 12/2021 |
| Csenge Advisory Group | Birmingham | AL | 12/2022 | Present |
| Integrity Alliance, Llc. | Birmingham | AL | 11/2025 | Present |
1)CSENGE ADVISORY GROUP POSITION: Investor NATURE: Wealth Strategies, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 09/01/2022 ADDRESS: 2100 Riverchase Center #408, Hoover AL 35244, United States DESCRIPTION: Servicing Advisor on behalf of Allen Taylor. Liaison for clients onboarding. 2)WEALTH STRATEGIES POSITION: Employee NATURE: Insurance Provider. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/01/2022 ADDRESS: 2100 Riverchase Center #408, Hoover AL 35244, United States DESCRIPTION: Review existing Life Insurance policies and adopt knew policies if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
Reach out to this advisor