Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-25 |
| GA | RA | APPROVED | 2023-05-18 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services Llc | Atlanta | GA | 04/2016 | 12/2019 |
| Bb&T Securities, Llc | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 05/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2023 | Present |
Salvation Army, Atlanta, GA. Southern Territory manages global, multi-asset class portfolios for the benefit of the Southern Territory's social programs. Independent Investment Advisory Board Member (07/2015) - review portfolio every 90 days for reasonableness. Not compensated, 2 hrs./month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
Reach out to this advisor