Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-10 |
Branch Locations
500 Sun Valley Drive Suite C4, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2014 | 12/2018 |
| Pentarisk Associates Of Georgia | Atlanta | GA | 05/2017 | 08/2018 |
| Mass Mutual Life Insurance Co | Atlanta | GA | 02/2019 | 10/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 08/2019 | 10/2024 |
| Raymond James Financial Services, Inc. | Roswell | GA | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Roswell | GA | 10/2024 | Present |
| Founder Financial, Llc | Roswell | GA | 12/2021 | Present |
(1) Name of Business: Founder Financial LLC Address: 500 Sun Valley Dr Ste C4, Roswell, GA, 30076-5635, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner/Financial Advisor for Clients (2) Name of Business: Global Marine Insurance Agency Address: 524 Clover Ln, Alpharetta, GA, 30009, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 03/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I obtained my Property and Casualty insurance license to allow a yacht broker to receive referral fees for insurance placed on the yachts he sells. My only responsibility is to receive my license and I am paid a split of the referral fee based on the premium.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-30 |
Reach out to this advisor