Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| LA | RA | APPROVED | 2026-01-28 |
| FL | RA | APPROVED | 2019-11-12 |
Branch Locations
8826 Goodby's Executive Drive Suite B, Jacksonville, FL 32217 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synovus Bank | Jacksonville | FL | 08/2014 | 08/2018 |
| Synovus Securities, Inc. | Jacksonville | FL | 05/2015 | 08/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 08/2018 | 08/2019 |
| Suntrust Bank | Jacksonville | FL | 08/2018 | 08/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2018 | 08/2019 |
| Synovus Securities Inc | Jacksonville | FL | 08/2019 | 10/2019 |
| Synovus Bank | Jacksonville | FL | 08/2019 | 10/2019 |
| Lpl Financial, Llc | Jacksonville | FL | 11/2019 | 08/2024 |
| Merit Financial Advisors | Jacksonville | FL | 11/2019 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Inv Related. At registered location. RIA. IAR. 11/2019. 160. 160. Service clients. 2. Fixed Insurance. Inv Related. At registered location. Independent Insurance agencies. Agent. 7/2024. 1. 1. Provide insurance advice based on the needs of clients. 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-29 |
Reach out to this advisor