Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-10 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Hartwell | GA | 09/2008 | 02/2018 |
| Lpl Financial, Llc | Hartwell | GA | 02/2018 | 09/2025 |
| Fortis Group Advisors, Llc | Hartwell | GA | 02/2018 | 11/2020 |
| Wealthcare Advisory Partners, Llc | Hartwell | GA | 11/2020 | 09/2025 |
| Kingswood Capital Partners | Hartwell | GA | 10/2025 | Present |
| Kingswood Wealth Advisors | Hartwell | GA | 10/2025 | Present |
1. FALKE WEALTH MANAGEMENT,Is Not Investment Related,"124 E FRANKLIN ST, , HARTWELL, GA, 30643, United States", FINANCIAL/ADVISORY/BROKERAGE, ,2/9/2026,100 hours per month,4 hours per month during trading hours, Fee Based Compensation 2. 8/12/2021 - ALLOU INC - Investment Related - 1010 TOWNE LAKE HILLS EAST WOODSTOCK, GA 30189 - Real Estate Rental - Start Date: 6/14/2021 - 1 Hours Per Month/0 Hours During Securities Trading - LLC for rental of real estate property that houses one of our offices. 3.12/13/2021 - Advisory Solutions INC DBA The Falke Group - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/01/2017 - 0 Hours Per Month/0 Hours During Securities Trading - LPL commission and RIA advisory income. 4. Name OF OBD/DBA: Atlantic Care Center Address: 124 E. Franklin St. Hartwell, GA, USA 30643 Investment Related: No Nature of Business: Charity, Non-profit Position/Title: Secretary of Advisory Board Start Date: June 2021 Hours dedicated per Month: 1-2 hours Description: Non-profit charity- Attend board meeting once or twice a year to assist with strategic planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-06 |
Reach out to this advisor