Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
465 California Street 7Th Floor, Suite 40, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2009 | 10/2018 |
| Bank Of America, Na | San Francisco | CA | 09/2009 | 10/2018 |
| Private Client Services | San Francisco | CA | 10/2018 | Present |
| Rfg Advisory, Llc | Vestavia Hills | AL | 10/2018 | Present |
1) LANDSCAPE WEALTH ADVISORS, LLC. 465 California Street, 7th Floor, Suite 40, San Francisco, CA 94104. DBA. FOUNDING PARTNER. 180 HOURS/MO; 140 DURING TRADING HOURS. 2) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VASTAVIA HILLS, AL 35242. RIA. FINANCIAL ADVISOR. 180 HOURS/MO; 140 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-13 |
Reach out to this advisor