Best Investors
Account
Sign in
Best Investors
Account
Sign in
33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-26 |
Branch Locations
800 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Birmingham | AL | 11/2010 | 09/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2013 | 09/2024 |
| Synovus | Birmingham | AL | 09/2024 | 01/2026 |
| Synovus Securities Inc. | Birmingham | AL | 09/2024 | Present |
| Pinnacle Bank | Birmingham | AL | 01/2026 | Present |
BOARDMEMBER AND TRUSTEE FOR BIRMINGHAM HISTORICAL SOCIETY, ATTEND FINANCE MEETING AND OFFER GENERAL ADVICE, DOES NOT MAKE INVESTMENT DECISIONS, DOES NOT PARTICIPATE IN THE EXECUTION OF TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC INVESTMENT PROTFOLIOS, 10/HRS/YR Birmingham Beaux Art Krewe | 3203 Pine Ridge Road, Birmingham, AL 35213. | Fundraising for Art Museum | Assistant Treasurer | 1 HR/Mo | 1 HR spend during Trading Hrs | NOT INVESTMENT RELATED | Start Date: 12/1/2025 Be the assistant treasurer of this entity that raises money for the Birmingham Museum of Art | No Compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-05 |
Reach out to this advisor