Best Investors
Account
Sign in
Best Investors
Account
Sign in
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-23 |
Branch Locations
2315 Florida St Bldg 200, Ste 288, Mandeville, LA 70448 • United States
3421 N Causeway Blvd Ste 400, Metairie, LA 70002 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Covington | LA | 12/2019 | 03/2022 |
| Cypress Financial Group | Metairie | LA | 06/2018 | Present |
| Louisiana State University | Baton Rouge | LA | 08/2012 | 05/2018 |
| Beam Wealth Advisors | Covington | LA | 09/2020 | 10/2024 |
| Purshe Kaplan Sterling Investment | Albany | NY | 03/2022 | 10/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 10/2024 | Present |
1) Cypress Financial Group; Yes Investment Related; 3421 N Causeway Blvd Ste 400 Metairie, LA 70002; Life Insurance; Insurance Agent; 6/2018; 15hrs/Mo; 15hrs/Mo during securities trading hours; Selling life insurance and other insurance based products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-20 |
Reach out to this advisor