Best Investors
Account
Sign in
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-13 |
Branch Locations
800 Shades Creek Parkway Suite 310, Birmingham, AL 35209 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paying It Forward Realty, Llc | Birmingham | AL | 01/2021 | 10/2024 |
| Regions Bank | Birmingham | AL | 11/2012 | 12/2020 |
| Lpl Financial, Llc | Hoover | AL | 11/2021 | 01/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 03/2023 | Present |
1) Maxwell Taylor, CPA: Tax Prep/Accounting/CPA since 01/2012; time spent 10 hrs/month, 5 hrs/month during trading hours; Investment Related activity. 2) Trail Scout, LLC: Member, Mobile/Web application geared towards the outdoor recreational space, duties include general management/bookkeeping. Start date 01/2025. Time spent: approximately 10 hours/month, 5 hours during trading. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
Reach out to this advisor