Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
6340 Sugarloaf Parkway Suite 130, Duluth, GA 30097 • United States
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Duluth | GA | 06/2011 | 01/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2021 |
| Janney Montgomery Scott Llc | Atlanta | GA | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 01/2021 |
1. Gwinnett Hospital Foundation; Board position at non-profit; Lawrenceville, GA; Start date: 01/01/2017; 2hr/month; not investment related 2. The Community Foundation of NE GA, Duluth, GA. Mission - improving the world through the power of philanthropy. Board Member/Chair (01/2025) - oversee the day-to-day activities of the Board CEO. Not compensated, 3 hr/month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-08 |
Reach out to this advisor