Best Investors
Account
Sign in
Best Investors
Account
Sign in
945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-11-14 |
Branch Locations
945 East Paces Ferry Road Ne, Suite 2275, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Atlanta | GA | 08/2009 | 08/2018 |
| Sage Mountain Advisors, Llc | Atlanta | GA | 09/2018 | Present |
1.) SYNERGY OZ FUND; TEN POST OFFICE SQUARE, 14TH FLOOR, BOSTON, MA 02109; INVESTMENT RELATED; OPPORTUNITY ZONE FUND; ADVISORY BOARD MEMBER; START DATE 07/01/2021; SPEND LESS THAN 10 HOURS/MONTH IN THIS POSITION DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
Reach out to this advisor