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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-07 |
Branch Locations
701 Broad Street, Rome, GA 30161 • United States
110 Jefferson St, Newnan, GA 30263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | Rome | GA | 02/2019 | 08/2023 |
| Valdosta State University | Valdosta | GA | 02/2015 | 07/2017 |
| Eagle Christian Tours, Llc | Rome | GA | 08/2017 | 02/2019 |
| Valdosta State University | Valdosta | GA | 01/2016 | 07/2017 |
| Bank Of America, N.A. | Rome | GA | 04/2019 | 08/2023 |
| Synovus Securities | Rome | GA | 08/2023 | Present |
| Synovus Bank | Rome | GA | 08/2023 | 01/2026 |
| Pinnacle Bank | Rome | GA | 01/2026 | Present |
I*133365 For profit or not for profit: Non-Profit Organization Name of outside business organization: Winshape Foundation Inc. Investment related: N Address of business: Atlanta, Georgia 30349 Nature of business: Charitable Organization, Position, title, association: Participant, Start date of relationship: 12/5/2020 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Winshape Foundation has multiple different ministries/groups and the one I would be helping with is their marriage retreats on 2-3 weekends a year. My wife and I would attend the retreats and help facilitate group discussions and activities. I*559232 For profit or not for profit: Entity Charitable Name of outside business organization: First Presbyterian Church - Rome Investment related: N Address of business: Rome, Georgia, 30161 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Other"], Start date of relationship: 10/31/2021 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Musician playing guitar or bass guitar on Sunday mornings and volunteer for youth events on Sunday evenings., First Presbyterian Church is our home church that we attend and I occasionally help with music on Sunday mornings by playing guitar or bass guitar and with their youth group on Sunday evenings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-05 |
Reach out to this advisor