Best Investors
Account
Sign in
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-29 |
Branch Locations
180 Meeting St, Suite 340, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 11/2021 |
| University Of South Carolina | Columbia | SC | 08/2020 | 05/2021 |
| Ferira, Ainsworth & Company, Llc | Mount Pleasant | SC | 05/2020 | 08/2020 |
| University Of South Carolina | Columbia | SC | 08/2019 | 04/2020 |
| Long Point Grill | Mount Pleasant | SC | 05/2019 | 07/2019 |
| University Of South Carolina | Columbia | SC | 08/2018 | 04/2019 |
| Long Point Grill | Mount Pleasant | SC | 05/2018 | 07/2018 |
| University Of South Carolina | Columbia | SC | 08/2017 | 04/2018 |
| School Of The Arts | North Charleston | SC | 08/2016 | 05/2017 |
| Unemployed | Mount Pleasant | SC | 06/2017 | 07/2017 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 02/2022 | 09/2023 |
| Strategic Blueprint, Llc. | Atlanta | GA | 09/2023 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 11/2024 | Present |
Bee Street Advisory Group Investment-related – Yes 177 Meeting Street, Charleston, SC 29401 DBA for financial services and fixed insurance services. Employee – 8/21/2023 Approximately 200 hours total, 20 devoted to insurance – during securities hours. Duties: Administrative activities within the office, assist with financial planning, and insurance products such as annuities, life insurance, or health insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
Reach out to this advisor