Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
| AL | RA | APPROVED | 2021-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Moody | AL | 08/2011 | 01/2018 |
| Bb&T Securities, Llc | Vestavia | AL | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Birmingham | AL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-13 |
Reach out to this advisor