Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
100 Galleria Pkwy Se Suite 965 9Th Fl, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 01/2014 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 06/2024 | Present |
GEORGIA TRANSPLANT FOUNDATION, INVT RELATED, ROSWELL, GA, FINANCE COMMITTEE, START DATE 7/17/2024, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING WHO MANAGES OUR OPERATING ACCOUNTS, FOUNDATION ACCOUNTS, INVESTMENT ALLOCATION RISK WITHIN THE FOUNDATION AS IT PERTAINS TO THE INVESTMENT POLICY STATEMENT.| ACUNIS WEALTH PARTNERS, LLC; INV RELATED; ATLANTA, GA; FINET PRACTICE; 49% OWNERSHIP; START DATE 06/24/2024; 160 HOURS PER MONTH; 160 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-21 |
Reach out to this advisor