Best Investors
Account
Sign in
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| GA | RA | APPROVED | 2025-03-06 |
| KS | RA | APPROVED | 2025-03-05 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
2055 Sugarloaf Circle Suite 200, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 08/2018 | 08/2024 |
| Deloitte | Atlanta | GA | 10/2017 | 07/2018 |
| Sugarloaf Wealth Management | Duluth | GA | 08/2018 | 03/2025 |
| Full-Time Student | Clemson | SC | 08/2012 | 05/2017 |
| Unemployed | Grayson | GA | 06/2017 | 09/2017 |
| Osaic Wealth, Inc. | Duluth | GA | 08/2024 | 03/2025 |
| Prime Capital Financial | Overland Park | KS | 03/2025 | Present |
| Private Client Services | Duluth | GA | 03/2025 | Present |
1) Prime Capital Financial/Sugarloaf Wealth Management. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. RIA. Partner/Member. 160 hrs/mo; 160 during trading hrs. 2) Prime Capital Financial/Sugarloaf Wealth Management. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. Life, long-term care, fixed annuity business. Insurance advisor. 4 hrs/mo; 4 during trading hrs. Not investment related. 3) 7Love Holdings; Investment Related; 3715 Northside Pkwy, Building 300, Suite 600, Atlanta, GA 30327; LLC; Owner/President; Start Date: 07/09/2026; Number of hours/month: 200; Number of hours during securities trading: 200; Holding company for the shares of Prime Capital that I own.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
Reach out to this advisor