Best Investors
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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-05-04 |
Branch Locations
501 Silverside Road Suite 31, Wilmington, DE 19809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Philadelphia | PA | 08/2018 | 07/2021 |
| Td Bank N.A. | Philadelphia | PA | 08/2018 | 04/2022 |
| Td Bank | King Of Prussia | PA | 01/2012 | 08/2018 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2022 | Present |
| Patria Wealth Group | Wilmington | DE | 04/2022 | Present |
1. The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT RELATED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: Wilmington, DE 19809. Life insurance agent start date for this OBA: April 2022. 40 hours/per month with all 40 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 2. Patria Wealth Group; INVESTMENT RELATED: Yes; ADDRESS: Wilmington, DE 19809; NATURE: Wealth Management, Insurance, Annuities; POSITION & TITLE: Financial Advisor; START DATE: 04/2022; HOURS: 40 hours/per month with all 40 hours being during trading hours; DUTIES: Wealth Management, Insurance, Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
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