Best Investors
Account
Sign in
Best Investors
Account
Sign in
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
| AL | RA | APPROVED | 2025-04-11 |
Branch Locations
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahaba Wealth Management, Inc | Atlanta | GA | 02/2016 | 01/2020 |
| Bridgeworth, Llc | Birmingham | AL | 01/2020 | 01/2023 |
| Ymca Mt. Brook | Birmingham | AL | 05/2012 | Present |
| Avantax Planning Partners | Dallas | TX | 01/2023 | 04/2025 |
| Hippocratic Financial Advisors | Homewood | AL | 04/2025 | Present |
1) YMCA MT. BROOK, 2401 20th Place South, BIRMINGHAM, AL 35223 -NON INVESTMENT RELATED -PART-TIME SPIN INSTRUCTOR -START DATE: 05/2012 TO PRESENT -DEVOTE APPROXIMATELY 10 HRS MONTHLY -NO HOURS DEVOTED DURING TRADING HOURS -I INSTRUCT WEEKLY EXERCISE SPINNING CLASSES TO APPROXIMATELY 30 MEMBERS. 2) EVERPLANNING COLLECTIVE - Business entity used for receiving advisory-related compensation. - Does not engage in direct advisory activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
Reach out to this advisor