Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-18 |
| GA | RA | APPROVED | 2025-08-20 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2014 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 01/2020 | 01/2022 |
| E*Trade Capital Management Llc | Alpharetta | GA | 01/2020 | 01/2022 |
| Advocacy Wealth Management Llc | Atlanta | GA | 01/2022 | 06/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 06/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 06/2025 | Present |
1) Kaplan The College for Financial Planning | Investment Related:No|Education|Instructor|8/17/2026|Less than 20|0|Teach the CFP educational Courses to help advisors pass the CFP national exam and fulfill the educational requirements.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-20 |
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
Reach out to this advisor