Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-10 |
| GA | RA | APPROVED | 2025-03-07 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/1997 | 01/2017 |
| Bb&T Securities | Atlanta | GA | 01/2017 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 03/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2025 |
| Janney Montgomery Scott Llc | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
Reach out to this advisor