Best Investors
Account
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Best Investors
Account
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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
100 Essex Court Suite C, Madison, AL 35758 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntsville Tennis Center | Huntsville | AL | 05/2020 | 08/2024 |
| Golden Triangle Development Link | Columbus | MS | 05/2023 | 08/2023 |
| Walton's Southern Table | Huntsville | AL | 05/2018 | 05/2019 |
| Grissom High School Student | Huntsville | AL | 08/2013 | 05/2019 |
| Huntsville Tennis Center | Huntsville | AL | 01/2016 | 08/2018 |
| Lpl Financial/Cadence Investment Services | Springfield | MO | 08/2024 | 12/2025 |
| Ball State University | Muncie | IN | 05/2019 | 05/2023 |
| Cadence Bank | Springfield | MO | 08/2024 | 12/2025 |
| Rfg Advisory Llc Dba Investors Resource | Birmingham | AL | 01/2026 | Present |
| Private Client Services | Madison | AL | 01/2026 | Present |
1) Investors Resource; YES; 100 Essex Court, Suite C, Madison, AL 35758; DBA; Associate Wealth Advisor; 01/05/2026; 160 hrs/mo; 160 hrs/mo during trading; DBA 2) RFG Advisory; YES; 1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 3524; RIA; 01/05/2026; 160 hrs/mo; 160 hrs/mo during trading; RIA for Investment Advisor Rep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
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