Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
Branch Locations
100 Sawgrass Corners Dr, Ponte Vedra, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Saint Augustine | FL | 02/2025 | 06/2025 |
| Truist Bank | Saint Augustine | FL | 03/2018 | 02/2025 |
| Cracker Barrel | Palm Coast | FL | 01/2015 | 03/2018 |
| Truist Investment Services, Inc. | Ponte Vedra Beach | FL | 06/2025 | Present |
| Truist Advisory Services, Inc. | Ponte Vedra Beach | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
Reach out to this advisor