Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| TN | RA | APPROVED | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc | Atlanta | GA | 02/2019 | 02/2021 |
| Suntrust Bank | Chattanooga | TN | 02/2019 | 02/2021 |
| Suntrust Bank | Chattanooga | TN | 09/2016 | 02/2019 |
| Suntrust Bank | Chattanooga | TN | 08/2014 | 09/2016 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2019 | 02/2021 |
| Truist Investment Services, Inc. | Nashville | TN | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Nashville | TN | 02/2021 | 01/2022 |
| Truist Investment Services, Inc. | Chattanooga | TN | 01/2022 | Present |
| Truist Advisory Services, Inc. | Chattanooga | TN | 01/2022 | Present |
UNIVERSITY OF TENNESSEE AT CHATTANOOGA POSITION: Adjunct Professor NATURE: University INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/01/2025 ADDRESS: Chattanooga TN, United States DESCRIPTION: Teaching entry-level personal finance classes to general student body as an elective course. RENTAL HOME POSITION: Owner NATURE: Renting previous residence INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: Chattanooga TN, United States DESCRIPTION: Renting former residence. Maintaining property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-09 |
Reach out to this advisor