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 | 2025-04-03 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
6 Concourse Parkway Suite 1460, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 02/2017 | 04/2025 |
| Gv Financial Advisors, Inc. | Atlanta | GA | 08/2016 | 12/2016 |
| Unemployed | Snellville | GA | 12/2016 | 02/2017 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 04/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 04/2025 | Present |
1) Crownmark Wealth Advisors; Investment Related? No;1050 Crown Pointe Parkway, Suite 1230, Dunwoody, GA 30338; Support Company; Associate; Portfolio Associate; Start Date: 04/17/2025; Approx hours/month: 160; during trading hours: 140; DBA under which name advisory business will be conducted. 2) Fixed Insurance, Investment Related - Yes, at registered address, Start Date 4/17/2025, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
Reach out to this advisor