Best Investors
Account
Sign in
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hb Wealth Management, Llc | Atlanta | GA | 12/2025 | Present |
| Grant Thornton | Atlanta | GA | 01/2022 | 12/2025 |
| Cal Poly San Luis Obispo | San Luis Obispo | CA | 09/2017 | 06/2021 |
| Unemployed | Cameron Park | CA | 07/2021 | 12/2021 |
| Ponderosa High School | Shingle Springs | CA | 01/2014 | 06/2017 |
| Unemployed | Cameron Park | CA | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
Reach out to this advisor