Best Investors
Account
Sign in
Best Investors
Account
Sign in
1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-07-29 |
Branch Locations
113 Holly Cres Ste 101, Virginia Beach, VA 23451 • United States
Virginia Beach, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veridian Wealth Management, Inc. | Virginia Beach | VA | 07/2013 | Present |
| Legacy Planning Alliance, Inc. | Virginia Beach | VA | 07/2013 | Present |
CURRENTLY PRESIDENT & OWNER OF LEGACY PLANNING ALLIANCE, INC. WHICH IS AN INSURANCE AGENCY BASED AT 911 FIRST COLONIAL RD. SUITE 100 VIRGINIA BEACH, VA 23454. LEGACY IS NOT AN INVESTMENT-RELATED BUSINESS AS IT PROVIDES INSURANCE AND ESTATE PLANNING SERVICES TO INDIVIDUALS AND BUSINESSES. EMPLOYEE AND OWNER OF LEGACY SINCE JULY 1, 2013. DEVOTE APPROXIMATELY 120 HOURS PER MONTH TO LEGACY AND APPROXIMATELY 40 OF THOSE HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS. MANAGE ONE EMPLOYEE AND PROVIDE CLIENT ACCOUNT MAINTENANCE AND CLIENT SERVICE NEEDS AS THEY ARISE. ALSO DEVELOP NEW CLIENT RELATIONSHIPS THROUGH EXISTING CLIENT REFERRALS AND NETWORKING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
Reach out to this advisor