Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-20 |
Branch Locations
Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Sagepoint Capital Partners | Franklin | TN | 05/2026 | Present |
| Hamilton Grant | Los Angeles | CA | 06/2026 | Present |
| Ubs Financial Services Inc. | Los Angeles | CA | 11/2019 | 05/2025 |
| Wells Fargo | Los Angeles | CA | 10/2016 | 11/2019 |
| Cantab Asset Management | Cambridge | 12/2013 | 11/2016 | |
| Aegis Capital Corp | Melville | NY | 05/2025 | 05/2026 |
Impact Capital Group 2121 Avenue of the Stars, Los Angeles, Ca - DBA for securities business and providing non-securities consulting business to entities as an independent contractor Start date June 2026. Sage Point Capital Partners RIA - 4020 Aspen Grove Drive, Franklin, TN. Recruit/Refer family offices and institutions to the firm for asset management. Not involved in making recommendations or engage in trading. Start date June 2026 Approximately 20 hrs/week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-22 |
Reach out to this advisor