Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-02 |
Branch Locations
2859 Paces Ferry Rd Se Ste 1200, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Atlanta | GA | 01/2017 | 01/2022 |
| Wells Fargo | Atlanta | GA | 11/2014 | 01/2017 |
| Chase | Dunwoody | GA | 01/2022 | 08/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | Present |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 08/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2025 | Present |
1. FirmCare Life Sharing LLC, Not Investment-related, 812 Sylvania Ct SE, Mableton, GA, USA, 30126, 0% Owner, Start Date: 02/01/2019, 8 hrs per week, 0 trading hrs per week, Healthcare, Duties: Granting guidelines to execute staff and running payroll . 2. 100% OWNER, FIRMCARE LIFE SHARING LLC, 812 SYLVANIA COURT SE, MABLETON, , GEORGIA, 30126, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 1/2/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM THE OWNER OF THE COMPANY AND ALL OF THE ACTIVITIES RELATED TO THE BUSINESS ARE OUTSOURCED TO CURRENT EMPLOYEES. MY SPOUSE RUNS THE BUSINESS OPERATIONS. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-06 |
Reach out to this advisor