Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-23 |
Branch Locations
15 Lake St. Suite 130, Savannah, GA 31411 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/1998 | 09/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2017 |
| Raymond James & Associates, Inc | Savannah | GA | 09/2017 | Present |
| Concurrent Investment Advisors, Llc | Savannah | GA | 10/2025 | Present |
Keaton Sams Wealth Management; Investment Related: Yes; 15 Lake St, Suite 130, Savannah GA 31411; DBA; Owner/Managing Director; 10/01/2025; 160 hours/mo; 140 trading hours/mo; DBA under which name advisory business will be conducted.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-06 |
Reach out to this advisor