Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist | Austin | TX | 08/2016 | 11/2017 |
| Truist | Austin | TX | 11/2017 | 08/2021 |
| Retired | Austin | TX | 08/2021 | 04/2022 |
| Truist | Austin | TX | 04/2022 | 06/2025 |
| Truist | Austin | TX | 06/2025 | Present |
| Truist Advisory Services, Inc | Austin | TX | 08/2025 | Present |
WILLIAMSON COUNTY CHILDREN'S ADVOCACY CENTER POSITION: Board of Directors NATURE: Williamson County Children's Advocacy Center (WCCAC), provides a compassionate, coordinated response to allegations of child abuse. Our multidisciplinary team works collaboratively to ensure that child victims and their non-offending family members receive comprehensive support services--all under one roof and free of charge. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: Georgetown TX, United States DESCRIPTION: Provide oversight and governance for the organization, ensuring its mission is fulfilled and resource are used effectively. We are responsible for setting strategic direction, ensuring financial health, and upholding ethical standards.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-21 |
Reach out to this advisor