Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-12 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starr Networking Llc | Suwanee | GA | 11/2014 | 12/2018 |
| Pruco Securities, Llc | Suwanee | GA | 03/2016 | 02/2020 |
| The Prudential Insurance Company Of America | Suwanee | GA | 04/2016 | 02/2020 |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2020 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 03/2020 | 12/2023 |
| Osaic | Swanee | GA | 12/2023 | Present |
1. SOUTHEAST WEALTH PARTNERS, LLC POSITION: Owner NATURE: LLC to conduct financial planning services, insurance sales and wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 11/09/2023 ADDRESS: 500 Buford Hwy, Suite 115, Suwanee GA 30024, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 2. SUWANEE ARTS CENTER BOARD OF DIRECTORS POSITION: Treasurer NATURE: 501(c)(3) with purpose of bringing artists and art lovers together with a shared interest in developing knowledge, skills and community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2025 ADDRESS: 3930 Charleston Market St NW, B6, Suwanee GA 30024, United States DESCRIPTION: Present reports such as balance sheet and income statement to the board. Do accounting analysis and give advice on which areas are strengths and which areas to improve. 3. EXECUTIVE RETIREMENT COMPASS PODCAST POSITION: Podcast host NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/13/2025 ADDRESS: 500 BUFORD HWY STE 115, SUWANEE GA 30024-7808, United States DESCRIPTION: As podcast host I educate the audience on a vast array of financial planning topics. Often I have a guest on the show to discuss their specialty focus area. 4. SOUTHEAST WEALTH PARTNERS, LLC-FIXED INSURANCE POSITION: broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/09/2023 ADDRESS: 500 Buford Hwy NE, Suite 115, Suwanee GA 30024-7808, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
Reach out to this advisor