Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-03 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1351 Jennings Mill Road Suite D, Bogart, GA 30622 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Life Financial, Llc | Athens | GA | 04/2023 | Present |
| River Oak Risk | Atlanta | GA | 08/2018 | 04/2023 |
| Georgia Department Of Insurance | Atlanta | GA | 01/2017 | 03/2018 |
| Integrity Advisory Solutions | Bogart | GA | 06/2025 | Present |
| State Of Georgia | Atlanta | GA | 03/2018 | 08/2018 |
| Examination Resources | Atlanta | GA | 06/2016 | 01/2017 |
1. Summit Life Group; investment-related; 1351 Jennings Mill Road, Suite D, Bogart, Georgia, 30622; Insurance Sales; Agent; 04/01/2023; 40 hours per month; 20 hours during securities trading hours; Assist school system employees in purchasing life insurance and annuity products 2. Summit Life Financial, LLC; investment-related; 1351 Jennings Mill Road, Suite D, Bogart, Georgia, 30622; Insurance & Investment Sales: DBA; 04/01/2023; 80 hours per month; 40 hours during securities trading hours; Provide advisory services, life insurance, and annuity products to clients 3. Topper Properties; not investment-related; 130 Telfair Place, Athens, Georgia, 30606; Real Estate Holding Company; Owner; 07/07/2006; 0 hours per month; 0 hours during securities trading hours; Owner in a family real estate company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
Reach out to this advisor